Gather records for a campaign follow-up decision
Search the records connected to a campaign concern before deciding what needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
A concern raised about campaign activity can become a dropped follow-up when the relevant evidence takes too long to find.
- Search for records related to the campaign identifiers provided.
- Keep the original concern available alongside the search report.
- Gather indexed evidence before choosing a follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Elasticsearch once in the Notis portal.
- 2Create an automation named ActiveTrail campaign concern search.
- 3Tell Notis to search the relevant Elasticsearch index for records matching campaign identifiers and summarize results in light of the concern text supplied.
- 4Choose the webhook trigger and provide its endpoint to the system sending the concern payload.
- 5Choose where run reports go, then test with one real concern and matching campaign record.
Questions about this workflow
Can this determine whether a campaign result is anomalous?
It can summarize matching records, but it needs comparable historical data or a baseline to judge whether a result is unusual.
What should the concern payload include?
Include the campaign identifier, the concern in plain language, and any date or event references that can be matched against indexed documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Elasticsearch. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
ActiveTrail and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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