Keep an eye on ActiveTrail credits before campaign sends
Make credit checks a small recurring habit so a campaign is less likely to meet an unexpected balance issue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Balance
Tool to retrieve email and SMS credit balance for the account. Use when you need to check available email and SMS credits.
Why this helps
Credit balances are easy to forget until a planned email or SMS send is close.
- Make available credits visible on a predictable schedule.
- Reduce last-minute checks before campaign sends.
- Use the report to plan whether credits need attention.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, in any channel or under Automations, New Automation.
- 3In one instruction, ask Notis to retrieve and report the available email and SMS credit balances.
- 4Pick a recurring schedule trigger, then choose where run reports go.
- 5Test with one real run and confirm both balances are reported.
Questions about this workflow
Can Notis tell me when credits will run out?
The action retrieves current email and SMS credit balances. Estimating when they will run out requires usage data or assumptions you provide.
Does this add credits to the account?
No. It checks and reports the current balance only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to ActiveTrail. A trigger fires from one place; an action lands in another.
Box triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Box and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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