Mark investor contacts for the right outreach in ActiveCampaign
Make the next outreach step easier to spot by tagging the contact when you decide they are ready for it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Manage contact tag
Adds or removes tags from a contact.
Why this helps
Outreach intent can get lost between deciding to contact someone and preparing a focused campaign.
- Make selected contacts easier to identify for outreach.
- Avoid manually revisiting Affinity to remember why a contact was selected.
- Keep the tagging decision tied to an explicit request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and ActiveCampaign once in the Notis portal.
- 2Create an automation that uses the selected Affinity contact and outreach intent to manage the corresponding ActiveCampaign contact tag.
- 3Pick the webhook trigger and choose where run reports go.
- 4Test with one contact and an existing ActiveCampaign tag.
Questions about this workflow
Does the tag have to exist already?
The Manage contact tag action manages tags for a contact. Use a tag available in ActiveCampaign and describe the intended tag clearly.
Can this remove a tag too?
Yes. The action supports adding or removing a contact tag; specify which operation you want in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Active campaign. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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