Make campaign outreach contacts easier to review
Bring the contact list into a regular review so the next outreach step is easier to decide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieves contacts.
Why this helps
Contacts and campaign plans can drift apart, leaving outreach status unclear when it is time to follow up.
- Review contacts as part of campaign planning.
- Highlight follow-up questions from available contact data.
- Reduce manual search through CRM records.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the contact review and provide campaign or outreach context to consider.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check that the report fits your outreach process.
Questions about this workflow
Does this send notifications to contacts?
No. The Agiled action retrieves contacts; this workflow does not send AimTell notifications.
Can it identify subscribers from AimTell?
No AimTell subscriber retrieval action is listed. Provide any relevant audience or campaign context separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Agiled. A trigger fires from one place; an action lands in another.
AimTell triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
AimTell and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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