Follow up with ActiveTrail contacts from Salesforce
Send a contact's engagement context to Notis and get a Salesforce task ready for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Contacts who stop engaging can disappear between campaign reporting and the sales team's daily work.
- Give sales a clear next step when engagement drops.
- Keep campaign context close to the Salesforce task.
- Reduce manual transfer of contact details.
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 to create a Salesforce task when the webhook includes an unengaged contact and to include the supplied campaign context.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real contact example and send a sample webhook.
Questions about this workflow
Does ActiveTrail start this automatically?
ActiveTrail has no trigger events in this setup. A Notis webhook starts the automation when it receives an HTTP request containing the contact and engagement details.
What if the webhook does not include a Salesforce contact or lead ID?
Include an identifier Notis can use to find the Salesforce record, or provide enough context to resolve the record. If it cannot identify one reliably, have the prompt ask for review instead of creating a task.
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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