Turn recurring research criteria into an ActiveTrail segment
Make a well-defined audience rule reusable after each research cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Segmentation
Creates a rule-based contact segmentation for targeting and organization.
Why this helps
Recurring audience research can lead to inconsistent targeting when the criteria are recreated by hand.
- Make explicit contact criteria reusable.
- Keep targeting consistent across research cycles.
- Get a report when required data or criteria are missing.
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 available research contains explicit rules based on ActiveTrail contact fields.
- 4Pick a Notis cron trigger and choose where run reports should go.
- 5Test with one real rule set and inspect the resulting segmentation.
Questions about this workflow
Can the schedule invent a missing rule?
No. Provide the required criteria or ask Notis to report which information is missing.
Does this update an existing segmentation?
The listed action creates a segmentation. Do not use it as an update unless ActiveTrail provides that behavior through the 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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