Prepare ActiveTrail contacts from your certificate roster
Start a scheduled follow-up with a tidy contact list, instead of entering each recipient by hand.
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.
Why this helps
Preparing contacts from a batch of awarded credentials can consume time right when you need to focus on the next task.
- Create contacts from a roster supplied to Notis on the schedule.
- Reduce repetitive entry before a planned follow-up.
- Keep contact creation distinct from assigning recipients to a delivery group.
Setup
Build it in a few focused steps.
- 1Connect Accredible and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for roster preparation.
- 3Tell Notis to create an ActiveTrail contact for each recipient in the roster you provide, using available email or SMS details.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Run one real example roster and check the created contacts.
Questions about this workflow
Does this schedule fetch a roster from Accredible automatically?
No Accredible trigger or roster-fetch action is listed. Provide the roster to Notis through the process you use to start the scheduled run.
Can a contact created this way receive campaigns immediately?
Creating a contact does not link it to a group, so email or SMS delivery is not possible until the contact is assigned to a group.
What does each roster entry need?
The Create Contact action requires either an email address or an SMS number. Include one of those identifiers for each recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to ActiveTrail. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
Connect any two apps with Notis in the middle.
Accredible certificates and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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