Make enriched prospect criteria reusable in ActiveTrail
Turn the contact attributes you care about into a saved ActiveTrail segment you can inspect and reuse.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Segmentation
Creates a rule-based contact segmentation for targeting and organization.
Why this helps
Audience rules get recreated from memory, so the same prospect criteria are applied inconsistently across campaigns.
- Save a reusable audience rule set.
- Keep segmentation criteria explicit in the automation.
- Spot when needed attributes are unavailable for segmentation.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ActiveTrail once in the Notis portal.
- 2Create an automation and describe the enrichment criteria and ActiveTrail contact field rules to use.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real criteria set and inspect the segment.
Questions about this workflow
Does creating a segment populate contact fields?
No. This action creates a rule-based segmentation. Contact creation or updates require separate actions.
Can I segment on any Aeroleads detail?
Only criteria that can be represented with ActiveTrail contact fields can define the segmentation. Specify any missing field as a limitation.
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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