Make upcoming renewals easy to spot
Surface renewal timing on the contact record so your team can see which relationships need attention at a glance.
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
Renewal work slips when the date is visible only inside a contract file.
- Make upcoming renewals visible in contact views.
- Help teams prioritize timely conversations.
- Reduce manual contract date checks.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to review contracts and apply a specified existing tag to the matching contact when your renewal timing rule is met.
- 3Pick a recurring schedule trigger.
- 4Choose a report channel for run updates.
- 5Test with a contract that has a known renewal date and verify the tag.
Questions about this workflow
What tag should it apply?
Specify an existing ActiveCampaign tag for renewals. The action manages contact tags and does not create new ones.
How does it know when a renewal is approaching?
Provide the date window or timing rule in the prompt, and ensure the relevant date is present in the document.
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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