Keep ActiveTrail Follow-Up Groups Current With Affinity Reviews
Use a regular review to surface deal contacts that need attention and keep their ActiveTrail group details current.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Group Member
Why this helps
A busy founder can review a pipeline without having time to maintain the corresponding email follow-up groups.
- Reduce the effort of maintaining group members after pipeline reviews.
- Update existing group member details without failing when the contact is already present.
- Create a recurring checkpoint for contacts that meet your stated follow-up criteria.
Setup
Build it in a few focused steps.
- 1Connect Affinity 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 Notis to review the available Affinity deal and contact information and create or update members in the specified ActiveTrail group when they meet your criteria.
- 4Pick the notis_cron trigger and choose a schedule, then select where run reports should go.
- 5Test with one real Affinity contact and confirm the ActiveTrail group member is created or updated.
Questions about this workflow
Can this run without an Affinity event trigger?
Yes. Affinity has no trigger events listed for this package, so this workflow uses a Notis schedule to begin a review.
What happens if the contact is already in the group?
The Create or Update Group Member action is designed to add a new member or update an existing member's details. Its description says the API does not return an error when the address is already in the group.
Can Notis identify stale deals automatically?
Only if the needed deal status, timing, or history is available in the review data or supplied in your instruction. State what counts as stale and the follow-up group to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to ActiveTrail. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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