Turn a recurring policy review into clear contact markers
Make the contacts that need a particular kind of follow-up easier to find.
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
Policy review outcomes may not be visible to the people managing marketing contacts and follow-up.
- Make review outcomes easier to identify
- Reduce manual tag updates
- Apply a clear rule to supplied status data
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 policy review outcomes warrant the specified contact tag, supplying the status data and any baseline needed.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a few real records and confirm the correct contacts are tagged.
Questions about this workflow
Will this keep tags synchronized in both directions?
No. The listed action adds a tag. It does not remove tags or update AgencyZoom.
What if policy history is missing?
Provide the needed history or baseline; Notis cannot infer a status change without the relevant data.
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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