Bring prospect research into campaign preparation
Have Notis gather the audience context and prepare an ActiveTrail draft around the brief you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Campaign
Creates an email campaign in draft unless configured to send it.
Why this helps
Campaign planning loses momentum when the research and draft live in separate workflows.
- Prepare a draft tied to a defined research brief.
- Reduce the handoff between audience research and campaign setup.
- Keep the final review in ActiveTrail.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ActiveTrail once in the Notis portal.
- 2Create an automation and describe the research scope, campaign brief, and groups for the draft.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real brief and review the draft in ActiveTrail.
Questions about this workflow
Will the campaign be sent automatically?
This workflow is configured for draft creation and review. ActiveTrail creates drafts unless sending is explicitly enabled.
Where does the campaign content come from?
Provide the campaign brief and content details in the automation instruction. Aeroleads is described as a lead research and enrichment source.
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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