Keep priority prospects together and current
Give priority accounts a dependable place in ActiveTrail and refresh their member details as Aeroleads returns useful information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Group Member
Why this helps
High-priority prospects can become scattered across notes and lists, making follow-up harder to coordinate.
- Keep priority prospects in a defined group.
- Update existing group members when details are available.
- Make missing or changed details visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ActiveTrail once in the Notis portal.
- 2Create an automation and describe the priority account criteria and group member details to maintain.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real priority account and verify the group member.
Questions about this workflow
Does this workflow send outreach?
No. It maintains ActiveTrail group member records. Sending a campaign is a separate action.
How are priority accounts identified?
Specify the account criteria in the automation instruction and use information available through Aeroleads.
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
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