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Notis

Turn eligible Agiled prospects into ActiveCampaign contacts

Let a scheduled check catch prospects ready for marketing follow-up and add their contact details to ActiveCampaign.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create contact

Why this helps

Prospects can accumulate in Agiled without a clear moment to transfer eligible records into marketing.

  • Reduce prospect backlog
  • Process eligible records consistently
  • Avoid repeated manual checks

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 prospects to review and which eligible records should become ActiveCampaign contacts.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real prospect and confirm the contact in ActiveCampaign.

Questions about this workflow

Can the schedule avoid creating duplicate contacts?

Ask Notis to check for an existing contact before creating one, using available contact details.

How often should it run?

Choose a cadence that matches how quickly prospects need follow-up and how often your Agiled records change.

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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