Schedule ActiveCampaign contact reviews
Start each review with the contact snapshot already prepared.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all contacts
List all contacts in activecampaign. this action allows you to: 1. list all contacts with pagination 2. search contacts by name, organization, phone, or email 3. filter contacts by email pattern 4. sort contacts by various fields 5. filter contacts by creation and update dates 6. filter contacts by list, tag, or segment
Why this helps
Routine CRM reviews are skipped when they depend on remembering another manual report.
- Make reviews routine
- Spot stale records sooner
- Reduce planning overhead
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign in Notis.
- 2Create an automation describing the contact review criteria and desired summary.
- 3Choose a Notis cron trigger and set the recurring schedule.
- 4Choose a report channel and test with one run.
Questions about this workflow
What can the review filter?
Describe search terms, organization, phone, email pattern, creation dates, update dates, or sorting needs.
Can the schedule be changed later?
Yes. Update the Notis automation schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Active campaign. A trigger fires from one place; an action lands in another.
Todoist triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
New Task Created
Trigger when a new task is added to Todoist.
Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).
Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.
Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.
Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.
Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'
Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.
Connect any two apps with Notis in the middle.
Todoist and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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