Keep document recipients connected to your mailing list
When a document is ready, carry the recipient details into the ActiveTrail list you use for the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Why this helps
Copying recipient details from document workflows into mailing lists creates extra admin and missed follow-up.
- Add recipients to an existing mailing list as documents are generated.
- Create a contact or add an existing contact to the list.
- Avoid re-entering email or SMS details by hand.
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 add the recipient from each document webhook to the specified ActiveTrail mailing list.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real document-generation example with an email or SMS number to test.
Questions about this workflow
What recipient detail is required?
ActiveTrail requires an email address or SMS number for this action.
Does this send a campaign?
No. It adds the contact to a mailing list. Sending a campaign is a separate ActiveTrail action.
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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