Label researched prospects with an ActiveCampaign tag
Keep a useful segment visible by applying an existing tag to contacts that fit your prospect criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Tag to Contact
Adds an existing tag to a contact.
Why this helps
Useful prospect distinctions disappear when contact records lack consistent labels for later review.
- Make a defined prospect segment easier to find.
- Use available research to guide tagging decisions.
- Reduce repeated manual review of the same criteria.
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 which prospects qualify and the existing ActiveCampaign tag to apply to matching contacts.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one matching prospect and contact.
Questions about this workflow
Does this create a tag?
No. The tag must already exist in ActiveCampaign.
Does this workflow create missing contacts?
No. It applies a tag to an existing contact. Use a contact creation action separately if needed.
Can the tag criteria use company or role details?
Yes. State the relevant criteria in the prompt and rely only on information returned by AeroLeads.
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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