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Notis

Review ActiveTrail campaign results on a schedule

Set a recurring review and have campaign report data ready without manually gathering metrics from each campaign.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get All Campaign Reports

Tool to retrieve a full overview of all campaign reports with comprehensive metrics. Use when you need to get reports for all campaigns including send date, opened emails, number of clicks, CTO, bounces, unsubscribers, complaints, unopened and sent emails. Default behavior: Returns campaigns filtered by last update date within the previous 3 months when date parameters are not specified. Default limit is 20 records per page, maximum is 100.

Why this helps

Campaign performance checks are easy to postpone when the numbers require repeated manual lookups.

  • Gather campaign reports on a recurring schedule.
  • Review the listed campaign metrics together.
  • Reduce manual report collection.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3In one instruction, describe the campaign report overview you want and any date range or filtering needs.
  • 4Pick a recurring schedule as the trigger and choose where run reports go.
  • 5Test with one run and review the returned campaign report data.

Questions about this workflow

Which metrics are included?

The overview can include send date, opens, clicks, CTO, bounces, unsubscribers, complaints, unopened, and sent emails.

What date range does it use?

The action's default behavior filters campaigns according to its configured default. State the date range you want in the instruction when a specific range is needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asana to ActiveTrail. A trigger fires from one place; an action lands in another.

Asana triggers

ActiveTrail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

ActionInstant

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

TriggerInstant

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.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Asana and ActiveTrail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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