Track meaningful agency milestones from a recurring review
Keep a record of performance moments that your team wants to use in reporting or journeys.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event in ActiveCampaign
Records a custom event for a contact.
Why this helps
Performance milestones can be discussed in a review but never recorded in the system used for customer journeys.
- Record milestones from a regular review
- Support downstream journeys when configured
- Make the metric and timing explicit
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 which supplied performance milestone to record and provide the event details ActiveCampaign requires.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real milestone and confirm its recorded details.
Questions about this workflow
Can Notis calculate an agency metric it cannot access?
No. Supply the metric and any baseline needed to identify a milestone.
What event details are needed?
Provide the ActiveCampaign event key and account-specific values required by the action, along with the contact email when applicable.
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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