Turn ActiveTrail campaign clicks into sales follow-up
Give the sales team a focused list of engaged contacts with Salesforce tasks that explain why they surfaced.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
High-intent campaign activity can be overlooked when engagement data is reviewed separately from the CRM.
- Focus follow-up on contacts who showed campaign interest.
- Include the campaign and click context in each task.
- Keep routine engagement review off the team's manual checklist.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which campaign clickers qualify and to create a Salesforce task for a confidently matched contact, including the campaign and click context.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real campaign and review the matched Salesforce record and task.
Questions about this workflow
Can Notis infer what counts as high intent?
Provide your qualification rule in the prompt, such as a particular campaign or link. If the data does not include that detail, Notis cannot apply the rule.
What happens if a clicker cannot be matched to a Salesforce record?
Ask Notis to report unmatched contacts for review rather than creating a task on an uncertain record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Salesforce. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
ActiveTrail and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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