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Capture researched lead details as ActiveTrail contacts

Start with a lead request, check Aeroleads for contact details, and create an ActiveTrail contact when there is enough information.

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

Prospect details gathered during research often remain outside the contact system until someone enters them manually.

  • Capture a submitted lead in ActiveTrail after lookup.
  • Avoid creating a record when neither email nor SMS is available.
  • Receive a report when a lead needs follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and ActiveTrail once in the Notis portal.
  • 2Create an automation and describe the lead lookup and contact creation criteria.
  • 3Pick a webhook as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real request that includes a prospect identifier.

Questions about this workflow

Does creating a contact make it ready for email delivery?

No. ActiveTrail notes that a newly created contact is not linked to a group, so it must be assigned to a group before email or SMS delivery.

What contact information is required?

The ActiveTrail 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 Aeroleads to ActiveTrail. A trigger fires from one place; an action lands in another.

Aeroleads 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.

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

When this happens · Trigger

Do this · Action

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