Build an ActiveTrail segmentation from audience criteria
Translate a clear research-backed audience definition into an ActiveTrail segment you can use later.
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
Audience criteria often stay in research notes instead of becoming a reusable targeting rule.
- Turn stated audience criteria into a reusable segmentation.
- Keep campaign targeting rules connected to research.
- Reduce repeated manual filtering.
Setup
Build it in a few focused steps.
- 1Connect Agenty and ActiveTrail once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one.
- 3In one instruction, ask Notis to create a segmentation only when the webhook includes explicit contact-field rules and a clear segment name.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real set of criteria and inspect the segmentation in ActiveTrail.
Questions about this workflow
Can Notis invent missing contact attributes?
No. The segmentation needs rules based on available contact fields. Supply missing criteria or ask Notis to report that the research is insufficient.
Does creating a segment add new contacts?
No. This action creates a rule-based segmentation for contacts already in ActiveTrail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to ActiveTrail. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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