Handle contact follow-up from a launch checklist
Let the checklist prompt a contact addition only when the details and permission are already clear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a new contact in a list.
Why this helps
Launch checklists can contain contact follow-ups that are easy to overlook or act on without enough context.
- Surfaces checklist-based contact additions on a schedule.
- Requires explicit permission and target list details.
- Reports incomplete follow-ups without creating a contact.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Campayn once in Notis.
- 2Create an automation to review launch checklists and create a contact only when consent and list intent are explicit.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real checklist and an authorized contact.
Questions about this workflow
Does this add everyone named in a checklist?
No. Instruct Notis to create a contact only when the checklist provides explicit consent, contact details, and a clear list.
What if several lists could fit?
Have Notis report the ambiguity and ask for a clear list decision rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Campayn. A trigger fires from one place; an action lands in another.
Agility cms triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Creates a new contact in a list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Permanently deletes a contact.
Delete List
Deletes a contact list.
Delete webform
Permanently removes a web form from a contact list.
Get Contact
Retrieves the details of a specific contact.
Get Contacts
Retrieves contacts from a contact list.
Get Lists
Retrieves all available contact lists.
Get Message
Retrieves engagement statistics for an email message.
Connect any two apps with Notis in the middle.
Agility cms and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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