Keep an eligible renewal audience current on a schedule
Give your team a repeatable way to prepare a renewal audience for appropriate outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add contact to list
Adds a contact to a list.
Why this helps
Renewal audiences take manual effort to assemble and can become stale before outreach begins.
- Reduce repeated audience preparation
- Use supplied renewal and eligibility criteria
- Keep an appropriate list current
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 how to identify the renewal cohort and eligible contacts, supplying the AgencyZoom data and consent criteria needed.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one small real cohort and check the list membership.
Questions about this workflow
Will Notis know the renewal cohort without any input?
No AgencyZoom trigger or data source is defined here. Provide or expose the cohort information the scheduled automation should use.
Does the schedule imply marketing consent?
No. Your instruction and available data must identify which contacts are eligible for the intended list.
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.