Marketing · CONNECTIONManage ActiveTrail contacts, groups and group membership.
Explore 8 workflow actions for ActiveTrail, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add or update a contact in a group, optionally sending it a campaign.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact with an email or SMS number, names, address and subscription status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one contact.
Read a page of contacts by status, email or SMS search and update date.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Remove a contact from a group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a contact's details or subscription status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in ActiveTrail. A saved workflow is not a completed provider action.
