Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
ActiveTrail
Action: Select an action
1. Select a trigger
  • Triggers when a new form response is submitted.

2. Select an action
  • Update a member or create a new member in a group and send a campaign if provided.

  • Adds one or more contacts to a specific group using externalId and externalName. Limited to 1000 contacts.

  • Creates a new contact or updates an existing contact.

  • Removes a contact.

  • Gets a contact.

  • Creates a new contact in ActiveTrail using the POST /external/import endpoint.

  • Import up to 1000 contacts into a group (and optionally mailing list)

  • Removes a member from a group.

  • Removes one or more contacts from a specific group using externalId and externalName.

  • Creates and sends an operational email to a list of external contacts using dynamic key-value placeholders.

  • Creates and sends an operational SMS campaign to external contacts.

  • Send a text message (SMS) to a contact.

  • Update an existing contact by externalId and externalName.

Select a trigger and an action

Create workflow (opens in a new tab)