Create an ActiveTrail segment from agency criteria
Turn a defined policyholder audience into a reusable ActiveTrail segment without rebuilding the criteria by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Segmentation
Creates a rule-based contact segmentation for targeting and organization.
Why this helps
When outreach depends on a specific policyholder subset, repeatedly recreating audience rules takes time and invites mistakes.
- Creates a reusable, rule-based segmentation in ActiveTrail.
- Uses criteria explicitly included in the request.
- Helps reduce repeated manual audience setup.
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 create an ActiveTrail segmentation using the criteria included in each request and a specified segment name.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one example with approved criteria and review the resulting segmentation.
Questions about this workflow
Does this workflow identify policyholders by itself?
No. The request must include the criteria to use. Notis does not have an AgencyZoom event or access to unspecified account history through this trigger.
Does creating the segment send email?
No. This action creates a segmentation in ActiveTrail. Campaign creation and sending are separate actions.
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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