Keep content segments visible on contact records
Carry a clear CMS segment into ActiveCampaign so the context is easier to spot during follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Manage contact tag
Adds or removes tags from a contact.
Why this helps
A contact's content interests may be recorded in the CMS but invisible in the marketing contact record.
- Transfers a useful segment label to matched contacts.
- Uses a tag that already exists in ActiveCampaign.
- Reports entries that lack enough information to match.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and ActiveCampaign once in Notis.
- 2Create an automation and describe the tagging outcome in one instruction.
- 3Name the existing ActiveCampaign tag and specify the CMS segment or category and matching evidence to use.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one known segment member and review the contact tag.
Questions about this workflow
Will it create an ActiveCampaign tag?
No. Use an existing tag and name it in the automation prompt.
What if a CMS record has no matching email?
The workflow should leave that record unchanged and report that it could not identify a contact.
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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