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Notis

Mark qualified leads in ActiveCampaign automatically

Make qualified prospects easier to find and act on with a consistent tag at the handoff.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Manage contact tag

Adds or removes tags from a contact.

Why this helps

A qualification signal is easy to overlook when it lives only in a separate CRM record.

  • Make qualified leads easier to filter
  • Reduce manual tagging
  • Keep qualification visible to the team

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and ActiveCampaign once in Notis.
  • 2Create an automation that applies the agreed existing tag when incoming lead data indicates qualification.
  • 3Choose the webhook trigger and send the lead email and qualification details to Notis.
  • 4Choose where run reports should go.
  • 5Test with one qualified lead and confirm the tag on its contact.

Questions about this workflow

Does this create the tag if it does not exist?

The selected action manages tags for a contact. Create or confirm the tag in ActiveCampaign before using this workflow.

How does Notis know a lead is qualified?

The webhook request must include a qualification signal, or your instruction must define how to recognize one from the supplied data.

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.

TriggerScheduled

Add contact note

Adds a note to a contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Browse Session to Cart

Marks a browsing session as having added an item to the cart, creating the session if needed.

ActionInstant

Add Contact to Automation

Enrolls an existing contact in an automation.

ActionInstant

Add Secondary Contact to Deal

Adds a secondary contact to a deal.

ActionInstant

Create Account

Creates a business or organization account.

ActionInstant

Add contact to list

Adds a contact to a list.

ActionInstant

Add Custom Field

Creates a custom contact field.

ActionInstant

Create contact task

Creates a task associated with a contact.

ActionInstant

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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