Move a documented opt-in into the right list
Turn a clear form follow-up record into one Campayn contact action, with missing consent or list details held for review.
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
A recorded opt-in can sit in a CMS entry while someone still has to remember to add the contact to the email list.
- Reduces manual follow-up after a documented opt-in.
- Keeps contact creation tied to explicit permission.
- Highlights incomplete records for resolution.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Campayn once in Notis.
- 2Create an automation to check form follow-up records and create a contact only when opt-in and list details are clear.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real opt-in record.
Questions about this workflow
Does this workflow capture form submissions itself?
No. It checks records available in Agility CMS and adds a Campayn contact when the record includes the required details.
What if the form record has no consent detail?
Have Notis report the missing detail and skip contact creation.
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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