Create ActiveTrail groups for new Agile CRM segments
Give a new segment a clear place for campaign follow-up. Send the group name and purpose to Notis and create it in ActiveTrail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a New Group
Creates an empty contact group.
Why this helps
Creating audience groups is easy to postpone, leaving a new segment without a ready destination for follow-up.
- Create a group when a new segment needs one
- Keep the group purpose tied to the request
- Avoid pausing follow-up to set up the destination manually
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 group using the name and purpose provided in the request.
- 3Pick the Notis webhook trigger.
- 4Choose a run report destination and test with one real segment request.
Questions about this workflow
Does this create a group from an Agile CRM event automatically?
No Agile CRM trigger events are listed. A Notis webhook request starts the automation and needs to provide the group context.
Does creating a group add contacts to it?
No. This action creates the group. Adding members requires a separate member action.
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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