Keep new ActiveTrail subscribers in your CRM
When your signup flow sends a subscriber to Notis, create a CRM person with the details supplied in the request and avoid a second round of data entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create People
Create a person record with contact details and other associated attributes.
Why this helps
New subscribers can start receiving emails before anyone adds them to the team's shared customer record.
- Create a person and supported nested details together.
- Reduce duplicate signup administration.
- Keep subscriber context close to customer records.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a CentralStationCRM person with the contact details and attributes included in each eligible subscriber request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real subscriber payload.
Questions about this workflow
What subscriber data can be included?
The workflow can use information present in the webhook request or accessible through your connected ActiveTrail account.
Does this deduplicate subscribers?
The listed action creates a person with nested attributes. Do not assume it finds or updates an existing CRM person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Centralstationcrm. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Activities
Retrieve the activity count for a record, account, or user.
Count Attachments
Retrieve the total number and combined file size of attachments.
Create Deal
Creates a new sales deal.
Count Avatars
Retrieve the total number and combined storage size of avatars.
Count Companies External Emails
Count external emails associated with a company.
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Count external emails associated with a deal.
Connect any two apps with Notis in the middle.
ActiveTrail and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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