Turn Agile CRM follow-up needs into contact tasks
Get the next action into the place you work from, with the details provided at handoff.
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
Follow-up commitments scattered across CRM records are easy to forget or delay.
- Keep follow-up actions visible
- Reduce missed next steps
- Cut time spent recreating tasks
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ActiveCampaign once in Notis.
- 2Create an automation that creates a contact task from incoming follow-up details.
- 3Choose the webhook trigger and send the contact identifier and available task details to Notis.
- 4Choose where run reports should go.
- 5Test with one real follow-up and confirm the task.
Questions about this workflow
Which task details can be included?
The action supports details such as a due date, title, description, and assigned user. Supply the details needed for your task.
Can it create a task if the contact is not found?
The supplied action is for a task associated with a contact. Ensure the contact can be identified in ActiveCampaign before the task is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Active campaign. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.