Review CRM contacts against a campaign segment
Check whether the CRM contact records support the audience definition behind a campaign.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieves contacts.
Why this helps
Campaign audiences and CRM records can drift, making it harder to trust who belongs in a segment.
- Review contact records against a stated segment definition
- Expose missing fields or ambiguous matches
- Reduce manual contact-by-contact checking
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the segment review.
- 3Tell Notis to retrieve Agiled contacts and assess them against the segment definition supplied to the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real segment definition and contact records.
Questions about this workflow
Does this add or change contacts in ActiveTrail?
No. The listed Agiled action retrieves contacts, and no ActiveTrail action is included in this pair.
Can it infer the audience definition?
Provide the segment criteria to the run. Notis should identify records it cannot confidently assess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Agiled. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
ActiveTrail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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