Enroll reviewed agency leads in the right follow-up
Give qualified leads a consistent next step after a recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Contact to Automation
Enrolls an existing contact in an automation.
Why this helps
Leads can be reviewed without anyone completing the separate step of starting their follow-up journey.
- Close the gap between review and follow-up
- Reduce manual enrollment work
- Use explicit supplied qualification criteria
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 reviewed leads qualify and which ActiveCampaign automation to use, supplying the lead data and existing contact email addresses.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test on a small real set and confirm only eligible contacts are enrolled.
Questions about this workflow
Does this create missing ActiveCampaign contacts?
No. The action adds existing contacts to an automation. Create missing contacts separately if needed.
Can Notis decide lead qualification by itself?
Only from criteria and data you provide. Define what qualifies and make the relevant AgencyZoom information available.
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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