Make renewal follow-up visible in ActiveCampaign
Give renewal work a clear marker so it is easier to find and act on.
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
Renewal opportunities can get lost when policy status lives apart from marketing follow-up.
- Make renewal follow-up easier to spot
- Reduce repeated manual status checks
- Add a consistent marker to matched contacts
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 find the matching contact and apply the specified renewal tag when AgencyZoom sends a renewal handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal example and confirm the contact tag.
Questions about this workflow
Will this workflow decide which renewals qualify?
Notis can apply the rule you describe, but the webhook must include the renewal status or other information needed to identify qualifying records.
Does the tag need to exist already?
The listed action manages tags on contacts. Use a tag available in ActiveCampaign and name it in your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Active campaign.