Check the right contact during recurring research
Pair a scheduled website review with a contact lookup so research starts from the CRM record you intend to work with.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find contact
Finds a specific contact.
Why this helps
Switching between a research result and CRM search adds friction before you can decide what to do next.
- Confirm the intended contact during a recurring research run.
- Keep website context and contact identity together.
- Reduce time spent switching between tools.
Setup
Build it in a few focused steps.
- 1Connect Agenty and ActiveCampaign once in Notis.
- 2Create an automation and describe the site review and contact lookup using a supplied email.
- 3Pick a Notis cron trigger and set the review schedule.
- 4Choose where run reports should go.
- 5Test with one real page and a known contact email.
Questions about this workflow
Does this create or update the contact?
No. The selected action finds a contact and returns its details; it does not create or update the record.
Where does the email come from?
Provide the email in the automation prompt or other available run context.
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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