Prepare the next campaign when a proposal is accepted
Let an accepted proposal cue a campaign draft, then review it in ActiveTrail before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Campaign
Creates an email campaign in draft unless configured to send it.
Why this helps
After a proposal is accepted, composing the next campaign can slip behind the work of onboarding the new client.
- Turn proposal acceptance into a ready-to-review campaign draft.
- Keep the next communication tied to the proposal event.
- Retain a review step before any campaign is sent.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveTrail once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to create an ActiveTrail campaign draft when the proposal acceptance webhook arrives.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real accepted-proposal example and review the resulting draft.
Questions about this workflow
Will this workflow send the campaign automatically?
No. This action creates a campaign in draft status unless configured otherwise. Keep it as a draft for review.
What does the webhook need to identify?
It should indicate that the proposal was accepted and include the campaign details or content needed for the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to ActiveTrail. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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