Review Your ActiveTrail Group Directory Monthly
A concise directory makes audience structures easier to scan. Notis can retrieve your ActiveTrail groups on a schedule and share a readable list for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Groups
Tool to retrieve the full list of account groups with pagination and filtering. Use when you need to get all groups or search for groups by name. Default limit is 20 groups per page.
Why this helps
Group names and audience structures can become hard to keep track of as an account grows.
- Make the current group directory easy to review.
- Keep audience organization visible as the account grows.
- Reduce manual navigation through group settings.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail to Notis once.
- 2Create a scheduled automation for the group directory review.
- 3Ask Notis to retrieve the ActiveTrail groups and summarize the returned names.
- 4Choose a recurring schedule for the review.
- 5Pick a report channel and test with one real group listing.
Questions about this workflow
Does this create or reorganize groups?
No. The action retrieves the current groups; it does not create, rename, or reorganize them.
Can it identify groups that should be removed?
It can help summarize the directory, but deciding whether a group is obsolete requires criteria or context you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to ActiveTrail. A trigger fires from one place; an action lands in another.
Airtable triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
View Created
Triggers when a new view is created in an Airtable base.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Airtable and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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