Connect ActiveTrail and Copilot
Integrate ActiveTrail with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when Contact Updated in ActiveTrail
Create Company in Copilot when Contact Updated in ActiveTrail
Create Message Channel in Copilot when Contact Updated in ActiveTrail
Create Link on Copilot when Contact Updated in ActiveTrail
Create Folder in Copilot when Contact Updated in ActiveTrail
Popular ActiveTrail + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
ActiveTrail
When this happens...
Contact Updated
Contact Unsubscribed
Contact Removed From Group
Contact Added via Signup Form
Contact Added via Landing Page
Contact Added to Group
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when Contact Updated in ActiveTrail
Use this flowCreate Company in Copilot when Contact Updated in ActiveTrail
Use this flowCreate Message Channel in Copilot when Contact Updated in ActiveTrail
Use this flowCreate Link on Copilot when Contact Updated in ActiveTrail
Use this flowCreate Folder in Copilot when Contact Updated in ActiveTrail
Use this flowCreate File in Copilot when Contact Updated in ActiveTrail
Use this flowCreate Note in Copilot when Contact Updated in ActiveTrail
Use this flowUpdate a Note in Copilot when Contact Updated in ActiveTrail
Use this flowUpdate Client in Copilot when Contact Updated in ActiveTrail
Use this flowUpdate Company in Copilot when Contact Updated in ActiveTrail
Use this flowSupported Triggers & Actions
Everything you can automate between ActiveTrail and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Contact Added to Group
Triggers when a contact is added to a group (any group)
Do thisActions
Action is the task that follows automatically within your ActiveTrail integrations.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
Delete a Campaign
Delete a campaign by ID
Delete a contact
Delete a single contact by ID
Add Contact to Group
Add Contact to Group with the given external Id and external name
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ActiveTrail and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ActiveTrail and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where ActiveTrail triggers actions in Copilot, and a separate workflow where Copilot triggers actions in ActiveTrail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ActiveTrail and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ActiveTrail and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
