Make completed projects part of customer activity history
Record project completion as a customer milestone that can inform the next conversation or lifecycle step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event in ActiveCampaign
Records a custom event for a contact.
Why this helps
A successful project ending can pass without being recorded where future customer engagement is planned.
- Capture an important customer milestone
- Make project history available to engagement workflows
- Reduce manual activity logging
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 completed Agiled projects should generate an ActiveCampaign event for the associated contact.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real completed project and verify the event in ActiveCampaign.
Questions about this workflow
What if several projects complete before a scheduled run?
Notis can review the available completed records and process each eligible project. Ask it to avoid recording the same completion more than once.
What contact information is needed?
The event action uses the contact email along with event details. Those details need to be available from the project or supplied in your instruction.
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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