Turn completed Salesforce tasks into organized contact follow-up
A completed task can be the prompt to keep a related ActiveTrail group member current.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Useful follow-up context can get lost when task completion and contact list upkeep happen in separate steps.
- Reduce list upkeep after task work is completed.
- Keep a chosen group aligned with available contact details.
- Use run reports to review cases that need a manual decision.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ActiveTrail once in the Notis portal.
- 2Create a Notis automation and name it for task follow-up.
- 3Describe the outcome in one instruction, naming the group and specifying how to handle tasks without usable contact details.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real task event and review the run report.
Questions about this workflow
Does this trigger run for all task updates?
It triggers when a task is created or when its status changes to Completed. Optional filtering by task status or subject is supported by the trigger.
Will it send a follow-up message?
No. The selected action updates ActiveTrail group membership; it does not send a campaign or message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to ActiveTrail. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or 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.
Salesforce and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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