Start renewal follow-up at the right time
Use renewal dates already tracked in Agiled to start the appropriate ActiveCampaign sequence before a customer decision is due.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Contact to Automation
Enrolls an existing contact in an automation.
Why this helps
Renewals can arrive before anyone begins the planned customer conversation.
- Make renewal outreach more timely
- Reduce manual date checking
- Connect account planning to customer communication
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.
- 3Specify the renewal window in Agiled and the existing ActiveCampaign automation eligible contacts should enter.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real upcoming renewal and verify the contact entered the correct automation.
Questions about this workflow
Can this use a renewal date?
Yes, if the date is available in Agiled. Specify how far ahead of renewal the review should happen.
Does the contact need to exist already?
Yes. This action enrolls an existing ActiveCampaign contact in an automation.
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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