Send new Salesforce leads to an ActiveTrail group
New leads can join the right ActiveTrail group without a manual export and import.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Copying new leads into an email group adds busywork and leaves room for follow-up gaps.
- Keep a chosen group current as leads arrive.
- Create or update group membership without repeated manual entry.
- Skip or flag records that lack the details needed to add them.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ActiveTrail once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Describe the outcome in one instruction, including the ActiveTrail group to use and what to do when a lead has no email.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the run report.
Questions about this workflow
Does this send an email campaign?
No. It creates or updates group membership in ActiveTrail. Sending a campaign requires a separate ActiveTrail process.
What if a lead has no email address?
Tell Notis in the instruction how to handle incomplete records, such as skipping them and reporting the missing email.
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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