Update ActiveTrail when a Google Doc intake form is complete
Finish the document once and keep the right ActiveTrail group member current.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Action
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.
Why this helps
Completed intake documents require another round of copying and checking.
- Keeps contact records current
- Uses document completion as a clear handoff
- Cuts duplicate admin work
Setup
Build it in a few focused steps.
- 1Connect Google Docs and ActiveTrail in Notis.
- 2Create an automation named Completed Intake Sync.
- 3Tell Notis to find the matching ActiveTrail group member and update details from the completed document.
- 4Pick Document Placeholder Filled as the trigger.
- 5Choose a report channel, then test with one completed intake document.
Questions about this workflow
How does Notis know which member to update?
Tell Notis which identifier in the document should match the ActiveTrail member, such as an email address.
Does this add the person to a group?
The selected action updates or creates a member in a specified group, based on your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to ActiveTrail. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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