Move partner referrals into your follow-up list
Give referral requests a clear path from intake to researched contact and organized ActiveTrail list membership.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Why this helps
Referral details often arrive in messages or forms and get lost before someone adds them to the follow-up system.
- Give referrals a consistent intake path.
- Enrich the referred prospect before list entry.
- Keep referral contacts in a designated list for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ActiveTrail once in the Notis portal.
- 2Create an automation and describe how to identify, enrich, and add a referred prospect.
- 3Pick a webhook as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real referral request and confirm list membership.
Questions about this workflow
Does this send a message to the referral?
No. It adds an eligible contact to an ActiveTrail mailing list. Campaign sending is a separate workflow.
What information should the webhook provide?
Provide enough identifying detail for Aeroleads to look up the referred prospect, and include any referral context Notis should use.
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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