Keep campaign engagement beside the relationship
Give your team the email context it needs before the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Create a note on a record.
Why this helps
A teammate may follow up without knowing which campaign a contact received or how they engaged with it.
- Keep campaign context on the relevant Attio record.
- Give teammates a readable summary instead of scattered campaign data.
- Make follow-up conversations more informed.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add a dated note to the relevant Attio record with the campaign and engagement details in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real engagement example and review the note.
Questions about this workflow
What starts the workflow?
A webhook request starts it. ActiveTrail has no listed native trigger events, so an external tool or custom backend must send the campaign information.
What if the request does not identify an Attio record?
The workflow needs enough information to identify the parent record. Supply that information in the request or the note cannot be attached to the intended record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Attio. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
ActiveTrail and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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