Keep document-based follow-up lists up to date
Let a recurring review route contacts into focused follow-up lists using criteria your team can explain and inspect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Manage list subscription
Why this helps
Contact lists drift out of date when document reviews and list maintenance happen as separate manual jobs.
- Reduce routine list maintenance.
- Apply consistent criteria to document reviews.
- Keep follow-up audiences more relevant.
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 documents against your criteria and subscribe matching contacts to a chosen list.
- 3Pick a recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one qualifying document and confirm the contact's list status.
Questions about this workflow
Can the workflow unsubscribe contacts who no longer qualify?
The action supports subscribe and unsubscribe. State explicitly whether to unsubscribe and what evidence should trigger that change.
What if there is not enough information to decide?
Ask Notis to leave the contact unchanged and include the case in its run report for review.
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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