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Notis

Start the week with an ActiveTrail campaign overview

Get campaign performance into one recurring review so you can spot what needs attention without hunting through reports.

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 results live in reporting screens that are easy to postpone checking when the week gets busy.

  • Bring campaign metrics into a recurring review.
  • Reduce time spent opening reports one campaign at a time.
  • Use the run report to spot campaigns that need a closer look.

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 all campaign reports for the reporting period and summarize the metrics that matter to you.
  • 4Pick a recurring schedule trigger, then choose where run reports go.
  • 5Test with one real run and confirm the period and metrics in the summary.

Questions about this workflow

Which campaign metrics are available?

The all campaign reports action provides metrics including send date, opens, clicks, CTO, bounces, unsubscribers, complaints, unopened and sent emails.

Can it compare results with a previous period?

It can summarize returned data. A comparison needs a defined prior period and the relevant reports available in the results.

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.

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

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

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

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

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 File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

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

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

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

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

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

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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