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Notis

Schedule the follow-up after an Agiled delivery

Record a delivery milestone in Agiled and create a follow-up task in ActiveCampaign while the next step is clear.

Trigger

Webhook received

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

Action

Create contact task

Creates a task associated with a contact.

Why this helps

After delivery, follow-up can slip when the milestone is recorded in one system and the reminder belongs in another.

  • Capture the next step while delivery is fresh
  • Keep follow-up on the contact record
  • Reduce reliance on memory

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.
  • 3Tell Notis to create a contact task when Agiled sends a delivery milestone, using available contact, due-date, and task details.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real delivery update and verify the task in ActiveCampaign.

Questions about this workflow

Can the due date come from Agiled?

Notis can use a due date included in the request. If none is available, specify the rule or leave the date out.

Which contact does the task attach to?

Provide the contact information needed by the action, such as an email address, in the incoming update.

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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