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Notis

Refresh an ActiveTrail mailing list from directory research

Let a regular Agenty research run feed new, relevant contacts into the mailing list you use for follow-up.

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

Directory research piles up when adding each eligible contact depends on remembering a manual export.

  • Process research on a predictable schedule.
  • Add eligible contacts without a recurring copy-and-paste task.
  • Keep the list focused on records with a usable contact method.

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 new directory results and add eligible contacts to the specified ActiveTrail mailing list.
  • 4Pick a Notis cron trigger and choose where run reports should go.
  • 5Test with one real directory result and review the ActiveTrail contact.

Questions about this workflow

Does cron trigger Agenty directly?

The Notis cron schedule starts the automation. Arrange for Agenty research results to be available to the automation as its input.

Which contacts should be added?

State the audience criteria in the instruction and require an email or SMS number for each contact.

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.

TriggerScheduled

Add Group Member

Adds a contact to a group, creating the contact if needed.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Contact Growth

Retrieves daily statistics on subscribed and unsubscribed contact counts.

ActionInstant

Add Mailing List Member

Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.

ActionInstant

Create a New Group

Creates an empty contact group.

ActionInstant

Create Contact

Creates a new contact.

ActionInstant

Create Campaign

Creates an email campaign in draft unless configured to send it.

ActionInstant

Create Content Category

Creates a content category.

ActionInstant

Create Campaign for Contacts

Creates and sends an email campaign to selected contacts.

ActionInstant

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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