Start the right onboarding automation for a new lead
Turn a clear onboarding handoff into the next step without hunting for the contact in ActiveCampaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact to Automation
Enrolls an existing contact in an automation.
Why this helps
A qualified lead can sit idle while someone manually finds the contact and starts the right sequence.
- Reduce manual enrollment steps
- Start onboarding from a clear signal
- Keep handoffs tied to the correct contact
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ActiveCampaign once in Notis.
- 2Create an automation that adds the matching contact to the intended existing ActiveCampaign automation.
- 3Choose the webhook trigger and send the contact email and onboarding signal to Notis.
- 4Choose where run reports should go.
- 5Test with one eligible contact and verify the automation enrollment.
Questions about this workflow
Does the action create the ActiveCampaign automation?
No. The action adds an existing contact to a specific automation, which must already exist.
What does the webhook need to identify the contact?
Provide the contact's email address. The action uses it to look up the contact before adding them to the automation.
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
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