Create ActiveTrail contacts from email requests
Turn a clear request to add someone as a contact into an ActiveTrail record, without retyping the details from their email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Why this helps
Requests to save a contact can get lost among messages and follow-ups.
- Capture clear requests to create a contact record.
- Use details supplied in the email.
- Reduce repeated manual entry.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and ActiveTrail once in Notis.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3In one instruction, create a contact only when the sender clearly requests it and use the email address or phone number they provide.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose a report channel and test with one real contact-creation request.
Questions about this workflow
Will a new contact automatically be added to a group?
No. This action creates a contact but does not link it to a group. Use a group-member action when group membership is part of the outcome.
What if the email does not include an email address or phone number?
The action requires either an email address or a phone number. Instruct Notis to skip the action when neither is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to ActiveTrail. A trigger fires from one place; an action lands in another.
Agent mail triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
New Email Received
Trigger for new emails in an AgentMail inbox
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Agent mail and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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