Start customer onboarding when an Agiled project begins
A project kickoff can be the cue to start the right ActiveCampaign onboarding sequence for an existing contact.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact to Automation
Enrolls an existing contact in an automation.
Why this helps
New customers can begin work before anyone remembers to start their onboarding communications.
- Tie onboarding to a project milestone
- Avoid missed sequence enrollment
- Give customers a more timely start
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 project-start request should add its existing contact to the specified ActiveCampaign automation.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real project start and confirm the contact was added to the intended automation.
Questions about this workflow
Does this create a contact if one does not exist?
No. This action adds an existing contact to an automation. Create or find the contact separately if needed.
Can Notis choose the automation?
Tell Notis which automation to use or provide the deciding context in the request. The automation must exist in ActiveCampaign.
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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