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Notis

Create ActiveTrail contacts from new WhatsApp messages

Turn a useful WhatsApp exchange into a contact your team can actually reach.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

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.

Why this helps

New prospects remain trapped in chat history because someone has to enter them later.

  • Capture new contacts quickly
  • Preserve conversation context
  • Reduce duplicate data entry

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and ActiveTrail in Notis.
  • 2Create an automation named WhatsApp contact capture.
  • 3Tell Notis to create a contact when a new message includes an email or mobile number, using the available context.
  • 4Choose the TimelinesAI message trigger.
  • 5Choose where reports go and test with one real message.

Questions about this workflow

What fields can Notis use?

It can use the contact details available in the WhatsApp conversation and your instruction.

Will contacts automatically belong to a group?

No. Newly created contacts are not linked to a group unless you use a group member action separately.

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.

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 WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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