Send new WhatsApp leads to an ActiveTrail group
Keep promising conversations moving by placing each new WhatsApp lead into the right ActiveTrail group.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Leads get buried in chat threads and never reach the email audience that should follow up.
- Capture contact details while context is fresh
- Reduce manual CRM entry
- Keep follow-up audiences current
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and ActiveTrail in Notis.
- 2Create an automation named WhatsApp lead to ActiveTrail group.
- 3Tell Notis to create or update a group member from each new WhatsApp message and include the conversation context.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one real message.
Questions about this workflow
Can Notis handle an existing contact?
Yes. The create or update action can update the member when the address is already in the group.
What if the message has no email address?
Tell Notis to request or flag missing contact details before adding the member.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to ActiveTrail. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
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.
Timelinesai and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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