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Notis

Update ActiveTrail contacts from new email details

When a contact shares an updated detail in email, Notis can create or update their membership in the ActiveTrail group you specify.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

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.

Why this helps

Contact changes in email are easy to miss, leaving ActiveTrail records out of date.

  • Carry relevant contact updates from email into ActiveTrail.
  • Create or update group membership in one action.
  • Reduce manual inbox-to-contact maintenance.

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, name the group and specify which contact details to update when the sender provides them.
  • 4Pick Agent mail's New Email Received trigger.
  • 5Choose a report channel and test with one real email containing an update.

Questions about this workflow

Does this action support existing members?

Yes. Create or Update Group Member can update an existing member or create a new member in the specified group.

Will Notis infer details that are not in the email?

No. The automation should use details provided in the message and avoid inventing missing contact information.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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