Check Callpage users during campaign handoffs
Make ownership checks easier when campaign leads move between people.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Users
Retrieves the users in your account.
Why this helps
A handoff can stall when nobody knows which Callpage users are available to receive campaign leads.
- Retrieve the current Callpage user list for an ownership review.
- Summarize user records returned by the account.
- Make handoff checks available from a webhook request.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Callpage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Callpage users when a campaign handoff audit is requested and summarize relevant returned records.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real audit request and review the report for accurate returned user details.
Questions about this workflow
Does this assign campaign leads to users?
No. It retrieves and summarizes Callpage user records. Assignment requires a separate action and explicit criteria.
Can this identify who owns an ActiveTrail contact?
Only when ownership information is included in the request or available in the returned records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Callpage. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Managers
Retrieves the managers assigned to a widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Users to Widget
Adds users as widget managers or updates an existing user-widget assignment.
Get All SMS Messages
Retrieves all default and custom SMS messages for a widget.
Create SMS Message
Creates custom SMS messages for widget call events.
Get All Users
Retrieves the users in your account.
Create User
Creates a new admin or manager user in the account.
Get All Widgets
Retrieves the widgets in your account.
Delete Manager
Deletes a manager’s assignment to a widget after both IDs are verified.
Connect any two apps with Notis in the middle.
ActiveTrail and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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