Give scheduled website reviews a clear next step
Review selected sites on a cadence and turn only the findings that need action into contact tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create contact task
Creates a task associated with a contact.
Why this helps
Recurring research can produce a backlog of observations without a clear person or next step.
- Convert qualifying observations into next steps.
- Keep tasks connected to the relevant contact.
- Avoid manually triaging every review result.
Setup
Build it in a few focused steps.
- 1Connect Agenty and ActiveCampaign once in Notis.
- 2Create an automation and describe the sites to review and which findings merit a contact task.
- 3Pick a Notis cron trigger and set the review schedule.
- 4Choose where run reports should go.
- 5Test with one review result that should create a task.
Questions about this workflow
Will it create a task for every finding?
State your follow-up criteria in the automation prompt so Notis can select the findings that need a task.
What is needed to link the task to a contact?
Supply the matching contact details in the run context, including the email used to identify the contact.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Active campaign.