Keep document workflow groups easy to manage
Get a clear view of your ActiveTrail groups so contacts from document workflows land in an organized place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Groups
Lists the groups in your account.
Why this helps
Groups accumulate over time, and a crowded list makes it harder to choose the right destination for new contacts.
- Retrieve the account's group list for a regular review.
- Spot group names that need clarification or cleanup.
- Make it easier to choose a destination for future parsed contacts.
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, ask for the ActiveTrail groups relevant to your Affinda workflows and a concise inventory.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real group inventory.
Questions about this workflow
Will this modify or delete any groups?
No. The listed action retrieves groups. It does not make changes.
Can it identify groups created by Affinda workflows?
The action returns groups and supports searching by name. Use a consistent naming convention or describe the relevant group names in your instruction.
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
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