Make priority leads easier to spot after each review
Apply a consistent signal to the leads that need attention, based on a priority rule you define.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Manage contact tag
Adds or removes tags from a contact.
Why this helps
Priority prospects can disappear in a long lead list when their status is not visible where follow-up happens.
- Make priority contacts easier to find
- Reduce manual tag maintenance
- Apply your review rule consistently
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ActiveCampaign once in Notis.
- 2Create an automation that identifies priority leads from available data and applies an existing tag to the matching contacts.
- 3Choose the recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one priority lead and verify the tag.
Questions about this workflow
Can Notis decide which leads are priorities automatically?
Only when your priority rule is clear and the required fields or context are available. Any missing criteria must be supplied by you.
Does the workflow create the tag?
No. The selected action manages a contact's tags. The tag must already exist in ActiveCampaign.
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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