Move content leads into the right follow-up automation
Use a scheduled CMS review to find eligible contacts and place them into an existing ActiveCampaign automation.
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
A content lead may be identified in the CMS but never reach the follow-up sequence built for them.
- Connects an identified content lead to an existing follow-up process.
- Requires a usable email to look up the contact.
- Makes the intended automation explicit before enrollment.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and ActiveCampaign once in Notis.
- 2Create an automation and describe the enrollment outcome in one instruction.
- 3Name the existing ActiveCampaign automation and tell Notis which CMS leads qualify and what evidence to use.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one eligible lead and confirm the contact is enrolled as intended.
Questions about this workflow
Does this create the ActiveCampaign automation?
No. It adds a contact to a specified existing automation. Create the automation in ActiveCampaign first.
What if the CMS does not provide interaction history?
Use leads or content records that Agility CMS can return, or supply the interaction data in the prompt or request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Active campaign. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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