Give each researched prospect cohort a clear home
Define a prospect cohort once and let Notis create a matching place for it in ActiveTrail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a New Group
Creates an empty contact group.
Why this helps
Teams lose track of why a prospect list was assembled when audience organization is improvised each time.
- Create an organizational home for a defined cohort.
- Keep cohort naming consistent through the automation instruction.
- Prepare an audience for a later human-reviewed campaign.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ActiveTrail once in the Notis portal.
- 2Create an automation and describe the cohort criteria and the group to create for it.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real cohort and verify the created group.
Questions about this workflow
Does creating a group add contacts to it?
No. This action creates a group. Adding members requires a separate ActiveTrail action and an instruction that defines which contacts should be added.
Can the automation send a campaign too?
This workflow creates an organizing group only. Campaign creation is a separate action and should be set up as its own outcome.
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.
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.
Aeroleads 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.