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Notis

Keep partner referred prospects in the right ActiveTrail group

Move referral details into ActiveTrail as they arrive, so promising prospects do not get lost between partner reports and follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create or Update Group Member

Why this helps

Manually checking referral activity and re-entering contact details makes timely follow-up easy to miss.

  • Reduce copy and paste between partner activity and contact management.
  • Keep referred prospects organized for follow-up.
  • Use only contact details included in the incoming request.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and ActiveTrail in the Notis portal once.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Tell Notis to add a referred prospect to the specified ActiveTrail group using the details in each incoming request.
  • 4Choose the webhook trigger and provide its URL to the system sending Adtraction referral requests.
  • 5Choose a report channel, then test with one real example request.

Questions about this workflow

Does Adtraction provide a selectable trigger event?

No Adtraction trigger events are listed for this workflow. The automation starts when an HTTP request reaches its Notis webhook.

Will it invent missing contact details?

No. The prompt should use details present in the request and leave absent details unspecified.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to ActiveTrail. A trigger fires from one place; an action lands in another.

Adtraction triggers

ActiveTrail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Group Member

Adds a contact to a group, creating the contact if needed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Contact Growth

Retrieves daily statistics on subscribed and unsubscribed contact counts.

ActionInstant

Add Mailing List Member

Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.

ActionInstant

Create a New Group

Creates an empty contact group.

ActionInstant

Create Contact

Creates a new contact.

ActionInstant

Create Campaign

Creates an email campaign in draft unless configured to send it.

ActionInstant

Create Content Category

Creates a content category.

ActionInstant

Create Campaign for Contacts

Creates and sends an email campaign to selected contacts.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and ActiveTrail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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