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Notis

Review campaign opens before campaign meetings

Walk into campaign conversations knowing who actually opened the message.

Trigger

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

Action

Get Campaign Opens

Tool to retrieve contacts who opened a specific campaign. Use when you need to identify which recipients opened your campaign email. By default, searches for campaigns updated in the last 3 months. Can filter by contact group and date range.

Why this helps

Meeting preparation starts from assumptions instead of recipient engagement.

  • Improves meeting preparation
  • Highlights engaged contacts
  • Cuts last-minute dashboard work

Setup

Build it in a few focused steps.

  • 1Connect Outlook and ActiveTrail once.
  • 2Create an automation asking for openers before selected campaign meetings.
  • 3Pick Calendar Event Changes as the trigger.
  • 4Choose a report destination and test with one meeting change.

Questions about this workflow

Can I limit the opener report by group?

Yes. Specify the group and date range Notis should use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook 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

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

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

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

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

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

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

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.

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

When this happens · Trigger

Do this · Action

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