Keep the active project audience organized
Review active projects on a schedule and keep the intended project contacts together on an ActiveCampaign list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add contact to list
Adds a contact to a list.
Why this helps
Project communication audiences can become outdated as projects start, finish, or change participants.
- Keep project audiences current
- Reduce manual list upkeep
- Make relevant communications easier to target
Setup
Build it in a few focused steps.
- 1Connect Agiled and ActiveCampaign once in Notis.
- 2Create an automation in the portal or tell Notis to create one.
- 3Describe which active Agiled projects and contacts qualify for the existing ActiveCampaign list.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real active project and verify list membership for its contact.
Questions about this workflow
Will the automation remove contacts when a project ends?
This action adds a contact to a list. Removing contacts requires a separate instruction and a supported removal action.
What if a project contact is not in ActiveCampaign yet?
This action adds an existing contact to a list. Create or find the contact separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Active campaign. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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