Make important policy status visible on the contact
Give the team a quick signal for the client context that should shape follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Tag to Contact
Adds an existing tag to a contact.
Why this helps
Policy status can be hard to factor into outreach when it is only visible in the agency system.
- Make a supplied status easier to recognize
- Reduce repeated checks in AgencyZoom
- Give marketing follow-up a clearer client signal
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 policy status should add the specified tag to the matched ActiveCampaign contact.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real status handoff and confirm the tag.
Questions about this workflow
Can it remove a tag when a policy status changes again?
This package uses the add-tag action. A separate workflow using contact tag management may be needed for removal.
Does AgencyZoom send policy status changes automatically?
No trigger event is listed for AgencyZoom here. A Notis webhook starts this workflow when it receives a handoff.
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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