Put Agile CRM leads in the right ActiveTrail group
Keep new leads organized for the next conversation. Send the contact details and group context to Notis, then let it handle the ActiveTrail handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Group Member
Adds a contact to a group, creating the contact if needed.
Why this helps
Choosing a group and adding a new lead by hand adds a small but easy-to-forget step to sales follow-up.
- Keep new leads organized by group
- Reduce manual list administration
- Make the intended destination explicit in the request
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 add webhook-provided contact details to the specified ActiveTrail group.
- 3Pick the Notis webhook trigger.
- 4Choose a run report destination and test with one real lead and group.
Questions about this workflow
Can Notis infer a group from Agile CRM?
The request needs to provide enough context to identify the intended group. No Agile CRM event trigger or automatic field mapping is specified.
What action does this use?
It uses ActiveTrail's Add Group Member action, which adds a member to a specified group with an email and optional contact details.
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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