Check ActiveTrail credits before planning campaigns
Keep credit balances in view during your regular planning routine with a scheduled check in ActiveTrail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Balance
Retrieves the available email and SMS credit balances.
Why this helps
A campaign plan can stall when nobody notices available message credits until the last moment.
- Keep email and SMS balances visible
- Add a quick check to campaign planning
- Reduce last-minute account surprises
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ActiveTrail once in the Notis portal.
- 2Create an automation with a prompt to retrieve the ActiveTrail email and SMS credit balance.
- 3Pick a Notis recurring schedule trigger.
- 4Choose where run reports go and test with one real balance check.
Questions about this workflow
Does this send a warning when credits are low?
The action retrieves account balances. Any low-credit threshold needs to be stated in your instruction, and the report is based on the balance returned.
Can this check both channels?
Yes. The action retrieves email and SMS credit balances for the account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to ActiveTrail. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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