Keep ActiveTrail Automation Settings Easy to Review
A journey's settings can fade from memory after launch. Notis can retrieve the configuration for a selected automation and prepare a clear review of its behavior and operating constraints.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Automation Details
Tool to retrieve detailed configuration of a specific automation excluding step-by-step execution details. Use when you need metadata about automation behavior, scheduling, reporting settings, and operational constraints.
Why this helps
Automation settings and constraints are easy to forget, especially when a workflow has been running for months.
- Keep important automation settings visible.
- Review schedule and reporting configuration together.
- Support periodic maintenance without hunting through screens.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail to Notis once.
- 2Create a scheduled automation for configuration review.
- 3Ask Notis to retrieve details for the specified automation and summarize its behavior, schedule, reporting settings, and constraints.
- 4Set a quarterly schedule for the review.
- 5Choose a report channel and test with one real automation.
Questions about this workflow
Does this include the individual email and SMS steps?
No. The details action excludes step-by-step execution details. Use the dedicated email or SMS campaign steps actions when you need those.
Does this change configuration?
No. It retrieves and summarizes automation details without making changes.
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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