Capture partner referrals as ActiveTrail contacts
Save the contact details from a referral request in ActiveTrail so they are ready for a deliberate next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Referral details sitting in a notification or handoff can be forgotten before anyone creates a contact record.
- Create a contact from an incoming referral request.
- Reduce the delay between receiving and recording contact details.
- Make clear that the contact needs a group before email or SMS delivery.
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 write its name and prompt.
- 3Tell Notis to create an ActiveTrail contact using the request's supplied details and email or SMS identifier.
- 4Choose the webhook trigger and share its URL with the request sender.
- 5Choose a report channel and test with one real request containing an email or SMS number.
Questions about this workflow
Will the new contact be ready for email delivery?
Not by itself. This action creates a contact without linking it to a group, so assign a group separately before email or SMS delivery.
What identifier is needed?
The action requires either an email address or an SMS number.
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.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ActiveTrail.