Know Your ActiveTrail Credits Before Planning Sends
Put available email and SMS credits in a regular report so planning starts with the account balance in view.
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
A campaign plan can stall when credit availability is only checked at the last minute.
- See current email and SMS credit balances in a scheduled report.
- Reduce last-minute account checks.
- Keep the balance visible in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the email and SMS credit balances and report both values clearly.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the returned balances.
Questions about this workflow
Does this replenish credits?
No. It retrieves the current email and SMS credit balance.
Can it determine whether I have enough for a planned campaign?
It can report the balance. To compare it with a planned send size, provide the expected volume in your instruction or review that comparison yourself.
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.
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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.
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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.
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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.
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Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
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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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