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Capture available partner contacts in ActiveTrail regularly

Keep contact capture from becoming a backlog by giving available partner details a recurring route into ActiveTrail.

Trigger

Recurring schedule

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

Action

Create Contact

Creates a new contact.

Why this helps

A pile of uncaptured contact details makes it harder to know who is ready for follow-up.

  • Create contact records from available partner details.
  • Reduce manual backlog clearing.
  • Make the group assignment requirement visible in run reports.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and ActiveTrail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and enter a name and prompt.
  • 3Tell Notis to create contacts from available partner details that include email or SMS.
  • 4Choose the cron trigger and set the recurring schedule.
  • 5Choose a report channel and test with one real contact.

Questions about this workflow

Are contacts assigned to a group automatically?

No. This action creates contacts without linking them to a group, so they need group assignment before email or SMS delivery.

What if a contact has neither email nor SMS?

The action requires one of those identifiers, so the prompt should skip it and report the missing information.

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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