Create campaign lists from CRM notes
Move campaign ideas from a note into a concrete audience workspace.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Campaign list setup becomes another forgotten task after the planning conversation ends.
- Makes campaign ideas actionable
- Creates consistent list containers
- Keeps planning close to execution
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ActiveTrail in Notis.
- 2Create an automation for qualifying campaign notes.
- 3Tell Notis how to detect a list request and name the ActiveTrail mailing list.
- 4Choose New Note Received and select a report channel.
- 5Test with one note that requests a specific audience list.
Questions about this workflow
Does the note need a list name?
A clear name is recommended. Otherwise ask Notis to use a stated naming convention.
Are contacts added automatically?
No. Add a separate enrollment action when the list should receive members.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to ActiveTrail. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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