Refresh prospect tags when new research changes the picture
Review a prospect's latest available details and keep a contact tag aligned with the criteria you care about.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Manage contact tag
Adds or removes tags from a contact.
Why this helps
Outdated tags can lead to the wrong follow-up when a prospect's fit or status changes.
- Review a contact tag against fresh research.
- Add or remove an existing tag based on stated conditions.
- Start a targeted review on demand.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the prospect criteria and when to add or remove the existing ActiveCampaign tag.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact whose tag should change or remain.
Questions about this workflow
Can this create a new tag?
No. Use an existing tag that is already available in ActiveCampaign.
Can the workflow remove tags?
Yes. The action supports adding or removing a tag from a contact.
What if research does not support a change?
The prompt can tell Notis to leave the tag as it is when the evidence is unclear or unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Active campaign. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
Aeroleads and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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