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Notis

Find the right ActiveCampaign user for follow-up

Schedule a lookup using the user email you provide and keep the returned account details in a report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Find User by Email

Finds an account user by email address.

Why this helps

It takes extra context switching to find who owns or works with a marketing account when information is spread across tools.

  • Retrieve user details from a known email address.
  • Reduce manual searching before account follow-up.
  • Keep lookup results in a recurring run report.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and ActiveCampaign once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for the user lookup.
  • 3Tell Notis which user email to look up and which returned details to include in the report.
  • 4Choose a recurring schedule and choose where run reports go.
  • 5Test with one real user email and confirm the returned information.

Questions about this workflow

Can it search by name?

This action finds a user by email, so provide the email address to look up.

Does ActiveTrail trigger this workflow?

No. The workflow runs on a Notis schedule, and the email address must be supplied in the instruction or run context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Active campaign. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Active campaign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add contact note

Adds a note to a contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Browse Session to Cart

Marks a browsing session as having added an item to the cart, creating the session if needed.

ActionInstant

Add Contact to Automation

Enrolls an existing contact in an automation.

ActionInstant

Add Secondary Contact to Deal

Adds a secondary contact to a deal.

ActionInstant

Create Account

Creates a business or organization account.

ActionInstant

Add contact to list

Adds a contact to a list.

ActionInstant

Add Custom Field

Creates a custom contact field.

ActionInstant

Create contact task

Creates a task associated with a contact.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Active campaign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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