Keep Followed-Up Clients Organized
After a client follow-up goes out, keep the relevant contact easy to find in ActiveTrail.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
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.
Why this helps
It is easy to send a follow-up and forget to update the contact segment used for later communication.
- Update a client group as part of the email follow-up routine.
- Use message context to identify the intended client.
- Avoid adding recipients when the thread does not clearly identify a client.
Setup
Build it in a few focused steps.
- 1Connect Gmail and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which sent follow-up emails qualify and to add the clearly identified client to the specified ActiveTrail group.
- 4Pick the Email Sent trigger and choose where run reports go.
- 5Test with one real client follow-up and verify the group membership.
Questions about this workflow
Will all sent recipients be added?
Your instruction should define the qualifying follow-up and require a clearly identified client.
What if a message has several recipients?
Instruct Notis to skip cases where the intended client is unclear, then review the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to ActiveTrail. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
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.
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.
Gmail and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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