Create supplier groups when a new segment appears
Give a new supplier category a clear home in ActiveTrail as soon as your document workflow identifies it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a New Group
Creates an empty contact group.
Why this helps
New supplier categories often need an organized place, but creating groups gets deferred until someone has time to tidy up.
- Create a group when a defined new category is identified.
- Keep supplier organization aligned with document workflows.
- Save a repeatable instruction for group naming criteria.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, describe the document conditions that warrant a new group and how the group should be named.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real document that meets the criteria.
Questions about this workflow
Will this add the supplier contacts to the group too?
No. Create a New Group only creates the group. Use a separate group membership action if contacts should also be added.
How does the automation know when a new group is needed?
Describe the relevant document details and naming rule in the instruction. Affinda has no listed integration trigger, so Notis webhook requests start the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to ActiveTrail. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda 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.