Capture Research Contacts in ActiveTrail
Save a contact from an incoming research handoff so it is ready for later organization and follow-up.
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
A contact mentioned during research can be lost before anyone adds it to the marketing system.
- Create a contact using an email address or SMS number supplied in the request.
- Keep the intake step connected to the research handoff.
- Make the contact available for later assignment to a group.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an ActiveTrail contact from each incoming request when it includes an email address or phone number.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real example and confirm the contact was created.
Questions about this workflow
Will the created contact be ready to receive email?
Not by itself. A newly created contact is not linked to a group, so it must be assigned to a group before email or SMS delivery is possible.
What is required to create a contact?
ActiveTrail 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 Adyntel to ActiveTrail. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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