Turn prospect research into a follow-up task
Give Notis a prospect page and let it turn a supported next step into a contact task, so research does not end as another open tab.
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
Useful prospect findings often do not become a concrete next step, so follow-ups slip through the cracks.
- Convert page-supported next steps into a task.
- Keep follow-up attached to the matching contact.
- Avoid inventing a due date when the page provides none.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect follow-up.
- 3Tell Notis to inspect the supplied page and create a contact task only when it finds a matching email and a clear, page-supported next step.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real page and review the task details.
Questions about this workflow
Will it set a task due date?
Only if you instruct it to use a date provided in the page or webhook input. Otherwise, the due date should be omitted.
What if there is no clear next step?
The automation can report that no actionable follow-up was found and avoid creating a vague task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Active campaign. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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