Make contact review a scheduled, focused task
Set a recurring review and have Notis retrieve contacts matching the search criteria you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all contacts
Lists contacts.
Why this helps
Audience checks often get postponed when they depend on remembering to search across marketing tools.
- Create a predictable moment to review a defined audience.
- Search contacts using criteria you provide.
- Keep the review in a Notis run report channel.
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 review.
- 3Tell Notis which ActiveCampaign contacts to search for and how to summarize the returned records.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one run and confirm the returned contact results are useful.
Questions about this workflow
Does this provide an ActiveTrail trigger?
No. This workflow uses a Notis recurring schedule and searches contacts in ActiveCampaign.
Can it search and sort contacts?
The action can search, filter, paginate, and sort contacts. Specify useful criteria in your instruction.
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.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
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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