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Notis

Keep client accounts aligned between Agiled and ActiveCampaign

Pass a meaningful client change from Agiled and let Notis ensure the matching ActiveCampaign account is up to date.

Trigger

Webhook received

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

Action

Upsert Account

Creates an account or updates it if it already exists.

Why this helps

Company records drift when client changes are maintained in Agiled but not carried over to ActiveCampaign.

  • Reduce duplicate account creation
  • Keep company details current
  • Avoid re-entering client changes

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 Agiled client changes should create or update an ActiveCampaign account using available account details.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real client update and confirm the matching account in ActiveCampaign.

Questions about this workflow

Will this create duplicate accounts?

The action creates an account if it does not exist or updates an existing one. Describe how the matching account should be identified.

Can it update custom account fields?

Use account details supported by the action and present in the request. Confirm which fields your ActiveCampaign setup accepts.

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.

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.

Agiled and Active campaign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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