Create ActiveTrail contacts from Agile CRM handoffs
Send the contact details to Notis and create the ActiveTrail record in one step, ready for a later group assignment when needed.
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
A contact can fall between systems when the sales handoff arrives but nobody has time to create the marketing record.
- Create a contact from provided details
- Reduce repeated data entry
- Make contact creation part of a clear handoff
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 create an ActiveTrail contact using the details included in a webhook request.
- 3Pick the Notis webhook trigger.
- 4Choose a report destination and test with one real contact request.
Questions about this workflow
Will the new contact be in a group or mailing list?
No. This action creates a contact without linking it to a group. Use a group or mailing list action when the person should be eligible for delivery.
What contact identifier is required?
ActiveTrail requires either an email address or an SMS number.
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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