Capture project handoff contacts in ActiveTrail
Save the contact details from a project handoff so they are ready for the next deliberate list or group decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Contact details buried in project work can be hard to find later when follow-up is needed.
- Create a contact from supplied project handoff details.
- Skip records without an email or SMS value and explain why.
- Make clear that a new contact still needs a group before email or SMS delivery.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and ActiveTrail once in Notis.
- 2Create an automation and state which project handoffs should create a contact.
- 3Choose the Notis webhook trigger and have the sending system post the contact details to its URL.
- 4Choose where run reports should go.
- 5Test with one real contact and confirm the group assignment follow-up is clear.
Questions about this workflow
Will the contact receive email after creation?
No. A newly created contact is not linked to a group, so email or SMS delivery is not available until the contact is assigned to a group.
What contact data is required?
The ActiveTrail action requires either an email address or SMS value. Other details are optional.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to ActiveTrail. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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