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Notis

Turn a follow-up handoff into an ActiveCampaign task

Put the next step where your team can see and complete it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create contact task

Creates a task associated with a contact.

Why this helps

Follow-ups are easy to miss when the next action stays in a different system or in someone's head.

  • Keep a follow-up action with the contact
  • Reduce the need to re-enter task details
  • Carry forward due date and context when provided

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 create a contact task from the AgencyZoom follow-up details, including any supplied due date and task context.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real follow-up and confirm the task details.

Questions about this workflow

Does the workflow invent a due date if none is sent?

No. Include the due date in the webhook data or direct Notis to create the task without one when appropriate.

What contact details are needed?

Provide enough information for Notis to identify the ActiveCampaign contact and create the task. The action is for tasks associated with a contact.

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.

TriggerScheduled

Add contact note

Adds a note to a contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Browse Session to Cart

Marks a browsing session as having added an item to the cart, creating the session if needed.

ActionInstant

Add Contact to Automation

Enrolls an existing contact in an automation.

ActionInstant

Add Secondary Contact to Deal

Adds a secondary contact to a deal.

ActionInstant

Create Account

Creates a business or organization account.

ActionInstant

Add contact to list

Adds a contact to a list.

ActionInstant

Add Custom Field

Creates a custom contact field.

ActionInstant

Create contact task

Creates a task associated with a contact.

ActionInstant

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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