Move qualified Agile CRM leads into ActiveTrail
Turn a lead handoff into one clear instruction. Send the Agile CRM contact details to Notis and add the person to the chosen ActiveTrail list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Why this helps
Manually copying qualified leads into a mailing list interrupts sales work and makes follow-up easy to miss.
- Reduce repeated contact entry
- Keep lead handoffs moving
- Use the contact details included with each request
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, using a name and a prompt that adds webhook-provided leads to the intended ActiveTrail mailing list.
- 3Pick the Notis webhook trigger.
- 4Choose where run reports should go, then test with one real lead request.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger event is available here. The automation starts when a request reaches its Notis webhook.
What should the webhook request include?
Include the lead's email or phone number and any contact details you want added. The request should also make the intended mailing list clear to Notis.
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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