Process qualified prospects into ActiveTrail each month
Set aside less time for list upkeep by turning a monthly research batch into eligible mailing list contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Research batches are easy to postpone when every contact requires its own manual handoff.
- Batch new research into a monthly intake.
- Apply stated qualification criteria consistently.
- Skip contacts without an email or SMS number.
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 review the monthly Agenty results and add qualified, contactable prospects to the specified mailing list.
- 4Pick a Notis cron trigger and choose where run reports should go.
- 5Test with one real batch and check the contacts added.
Questions about this workflow
Can Notis decide whether a prospect is qualified?
Yes, when you provide clear criteria and Agenty returns the information needed to apply them.
What happens to incomplete records?
Ask Notis to skip them and report what is missing. ActiveTrail requires email or SMS for this action.
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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