Keep scheduled competitor research with your contacts
Set a recurring review of selected pages and put useful changes where you can find them before customer conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add contact note
Adds a note to a contact.
Why this helps
Periodic competitor research takes effort to repeat and context to remember between reviews.
- Make recurring research easier to revisit.
- Save selected findings beside relevant contacts.
- Reduce the context switching involved in preparing for conversations.
Setup
Build it in a few focused steps.
- 1Connect Agenty and ActiveCampaign once in Notis.
- 2Create an automation and describe which pages to review and how to summarize relevant findings for supplied contacts.
- 3Pick a Notis cron trigger and set the review schedule.
- 4Choose where run reports should go.
- 5Test with one real review and confirm a contact note.
Questions about this workflow
Does Agenty provide the schedule trigger?
No Agenty trigger events are listed. This uses a Notis cron schedule to start the review.
How does it know which contact gets a note?
Provide the relevant contact email in the prompt or available run context. The note action finds the contact by email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Active campaign. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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