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Notis

Keep ActiveTrail eligibility groups clean

Let ClickUp tags control who remains in a communication group.

Trigger

Task Tag Updated

Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.

Action

Delete group member

Tool to delete a group member by ID. Use when you need to remove a contact from a specific group in ActiveTrail.

Why this helps

People stay on campaign lists after their ClickUp eligibility tag is removed.

  • Reduce stale audience membership
  • Respect internal eligibility changes
  • Cut manual cleanup

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and ActiveTrail in Notis.
  • 2Create an automation asking Notis to remove the matching group member when an eligibility tag is removed.
  • 3Pick Task Tag Updated as the trigger.
  • 4Choose a report channel and test a tag removal.

Questions about this workflow

Is deletion reversible?

Removing a group member does not delete the contact record, but you should define the correct group before testing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup 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

Folder Created

Triggers when a new Folder is created.

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

Folder Deleted

Triggers when a Folder is deleted.

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

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

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

List Created

Triggers when a new List is created.

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

List Deleted

Triggers when a List is deleted.

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

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

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.

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

When this happens · Trigger

Do this · Action

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