Keep recent ActiveTrail campaign history easy to find
Get a regular view of what has already gone out. Notis retrieves recent sent campaigns using the filters you specify in its instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Sent Campaigns
Retrieves sent campaigns and their details.
Why this helps
When campaign history is scattered across screens, it is harder to answer what went out and when.
- Make recent sends easier to review
- Use date or mailing list filters when useful
- Reduce time spent searching campaign history
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 sent campaigns using the date range or filters you need.
- 3Pick a Notis recurring schedule trigger.
- 4Choose a report destination and test with one real date range.
Questions about this workflow
What date range does the action use by default?
The action defaults to campaigns from the last three months. You can specify a different date range in the automation instruction.
Does this include performance metrics?
It retrieves sent campaign records. Use the campaign reports action when you need metrics such as opens, clicks or bounces.
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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