Keep contact follow-up tasks visible
Schedule a recurring lookup of contact tasks and send the results to the report channel you already use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Contact Tasks
Finds tasks associated with a contact.
Why this helps
Follow-up tasks can become hard to track when they are scattered across contact records.
- Surface matching contact tasks on a chosen schedule.
- Search by task title and optionally contact ID.
- Send the results to a chosen 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 task review.
- 3Tell Notis which task title and optional contact identifier to search for, and how to summarize results.
- 4Choose a recurring schedule and select the report channel.
- 5Test one run against a known task and confirm the returned details.
Questions about this workflow
Can this search every kind of task?
The action searches tasks using the contact task title and can optionally filter by contact ID.
What is the trigger?
A Notis recurring schedule starts the workflow. ActiveTrail does not expose trigger events in this package.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Active campaign.