Get a scheduled contact review for agency follow-up
Start the week with a manageable list of contacts that deserve attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all contacts
Lists contacts.
Why this helps
A large contact list can hide the few people who need an agency team's attention next.
- Turn a broad contact list into a focused review
- Reduce time spent searching for follow-ups
- Get a report on a predictable schedule
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 contacts to review and which AgencyZoom priorities or status rules to apply, supplying any context the apps do not expose.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small real contact set and confirm the report is useful.
Questions about this workflow
Can this compare all AgencyZoom policy history automatically?
Only if that data is available to the automation. Supply the relevant AgencyZoom context or define a manageable set of contacts for review.
Does this workflow update contacts?
No. It lists ActiveCampaign contacts for analysis and reporting. It does not change records.
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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