Move WhatsApp leads into the right ActiveTrail group
Capture a new WhatsApp inquiry and keep its contact details ready for your next email follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Why this helps
Copying lead details from WhatsApp into a mailing tool adds busywork and makes it easy to miss a follow-up.
- Add or update the contact in a group in one step.
- Keep lead intake moving without switching apps.
- Use a specific group to organize follow-up.
Setup
Build it in a few focused steps.
- 1Connect 2chat and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe that a WhatsApp lead received by the webhook should be added or updated in the chosen ActiveTrail group, using available contact details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real lead payload and confirm the contact appears in the group.
Questions about this workflow
Does 2chat provide the trigger for this workflow?
No. 2chat has no available trigger events here, so this workflow starts when a webhook request reaches Notis.
Can it update an existing group member?
Yes. The Create or Update Group Member action can add a new contact or update an existing member in the selected group.
What contact details can it use?
It can use the email and optional contact details present in the webhook request. Missing details must be supplied in that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to ActiveTrail. A trigger fires from one place; an action lands in another.
2chat triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
2chat and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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