Create contact records from Agenty vendor research
Capture vendor contacts as ActiveTrail records while you research, instead of rebuilding the list later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact.
Why this helps
Vendor details collected during research are easy to forget or leave trapped in browser notes.
- Preserve contact details discovered during a research run.
- Avoid recreating vendor records later.
- Keep the source context available in the Notis run report.
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 contact records for vendor results with a valid email or SMS number.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real vendor record and verify it in ActiveTrail.
Questions about this workflow
Will the contact be ready to receive a campaign?
Creating a contact does not link it to a group. Add it to an appropriate group or mailing list before sending.
What if a vendor record has no email or phone number?
ActiveTrail requires either email or SMS for contact creation. Ask Notis to skip incomplete records.
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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