Check contact details before the next campaign step
Have Notis look up a contact on a schedule so the latest available record is easy to review before follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find contact
Finds a specific contact.
Why this helps
Preparing follow-up can involve opening several records just to confirm whether the contact is present and current.
- Find a contact by email, ID, or phone.
- Put a recurring contact check in a report channel.
- Reduce manual record lookups before follow-up.
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 contact checks.
- 3Tell Notis which contact identifier to search and what details to include in the report.
- 4Choose a recurring schedule and set the report destination.
- 5Test with one known contact and confirm the lookup result.
Questions about this workflow
Can this update the contact?
No. This workflow uses the Find contact action to retrieve a record for review.
What identifier can I use?
The action supports email address, contact ID, or phone number.
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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