Start follow-up before agreement dates arrive
Use dates in agreements to start the right existing follow-up process before a renewal or review point arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Contact to Automation
Enrolls an existing contact in an automation.
Why this helps
Teams often notice agreement dates only when they are close or have already passed.
- Create a predictable follow-up process around key dates.
- Reduce last-minute agreement reviews.
- Keep contact follow-up tied to an existing automation.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to review available agreements for specified approaching dates and add the matching existing contact to your chosen ActiveCampaign automation.
- 3Pick a recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one agreement and confirm the matching contact is enrolled.
Questions about this workflow
Does it create a follow-up automation?
No. The target automation must already exist in ActiveCampaign, and this action enrolls an existing contact in it.
How far ahead should it start follow-up?
Set the notice period in your instruction. Notis should not assume how early your team wants to follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Active campaign. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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