Keep AgencyZoom client updates with the ActiveCampaign contact
Give the next person who opens a contact the context they need to follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact note
Adds a note to a contact.
Why this helps
Important client updates can stay buried in the agency system while marketing conversations continue elsewhere.
- Keep updates alongside the marketing contact
- Reduce context switching before outreach
- Preserve a concise handoff for follow-up
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the AgencyZoom update as a note on the matching ActiveCampaign contact, using its email address.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client update and confirm the note is attached.
Questions about this workflow
How does ActiveCampaign find the contact?
The listed action looks up the contact using the email address supplied in the instruction and creates the note for that contact.
Can the workflow summarize the update?
You can ask Notis to create a concise note from the information included in the webhook payload. Any missing context must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Active campaign. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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