Route new AgencyZoom leads into ActiveTrail
Capture a prospect once and make sure they land in the ActiveTrail audience your team uses for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Why this helps
Manually copying new prospects into email audiences creates delays and leaves follow-up contacts scattered.
- Reduces duplicate data entry between agency sales and email tools.
- Keeps new prospects available to the audience you specify.
- Lets your team handle follow-up from its existing ActiveTrail process.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to add each incoming AgencyZoom prospect to the specified ActiveTrail mailing list and groups, using only details present in the request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real example request and review the result.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Your AgencyZoom integration or process must send the prospect details in that request.
Can it fill in details that are missing from the request?
No. Notis can use details included in the request. Supply any required contact information and the intended list or groups.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to ActiveTrail. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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