Keep ActiveTrail account credits on your radar
Add a simple scheduled credit balance check to your operations review and see available email and SMS credits in the run report.
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
Checking account credits can fall off the list until a planned campaign is close to launch.
- Make available credits visible during routine reviews
- Reduce last-minute account checks
- See email and SMS balances together
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to retrieve the current email and SMS credit balance.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the balances in the report.
Questions about this workflow
Does this top up credits?
No. The action retrieves the account's email and SMS credit balance.
Can it notify me when the balance is low?
It can report the balance on a schedule. A threshold rule depends on the balance data and instructions available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to ActiveTrail. A trigger fires from one place; an action lands in another.
Hubspot triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Contact Created Trigger
Contact Created Trigger
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Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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Connect any two apps with Notis in the middle.
Hubspot and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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