Label target-market prospects for focused follow-up
Keep contacts from a specific market easy to recognize by applying an existing ActiveCampaign tag to qualifying prospects.
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
When market research and contact records are disconnected, it takes extra effort to see which prospects fit a campaign or offer.
- Make a target-market segment visible in ActiveCampaign.
- Use the same stated criteria on each scheduled run.
- Prepare relevant contacts for later review or outreach.
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 target market and which existing ActiveCampaign tag to apply to matching contacts.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real prospect from the target market.
Questions about this workflow
Does this workflow create a campaign?
No. It applies an existing tag to matching contacts.
Can the target market include more than one characteristic?
Yes. Include the relevant industry, role, location, company, or other criteria in the prompt.
What if the tag does not exist?
Create the tag in ActiveCampaign before using this workflow.
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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