ActiveTrail (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The ActiveTrail module enables seamless integration between Celonis Action Flows and the ActiveTrail marketing automation platform. By leveraging this module, organizations can bridge the gap between process intelligence and customer engagement, triggering sophisticated multi-channel communication workflows—including Email, SMS, and WhatsApp—directly from real-time process data.

Before you begin

In order to use ActiveTrail with Celonis Platform, it is necessary to have an ActiveTrail account. If you do not have one, you can create an ActiveTrail account at https://app.activetrail.com/Public/Login.aspx?.

Connecting ActiveTrail to Celonis platform

To connect your ActiveTrail account to Celonis platform , you need to obtain the API Key from your ActiveTrail account and insert it in the Create a connection dialog in the Action Flow module.

In Studio, go to your package and either start editing an existing Action Flow or start a new one by clicking New asset > Action Flow.
Click Add module and from the list select ActiveTrail.
Click Create a connection.
1. In a separate window, log in to your ActiveTrail account.
2. Click More > Integrations > API > Apps.
3. Click New and enter the details for the app. Click Save and copy the Access Token.
4. In the ActiveTrail module's settings, click Create a connection.
5. In the API Key field, enter the Access Token copied in previous steps.
6. Click Save.
The connection has been established. You can proceed with setting up the module.

Types of ActiveTrail modules

ActiveTrail modules are categorized by their functional role within a workflow. Use the following reference to understand the configuration requirements and specific capabilities for each module group.

Actions

Add a Member to a Group

Updates a member or creates a new member in a group and sends a campaign if provided.

Connection	Establish a connection to your ActiveTrail account.
Group ID	Select the Group ID to which you want to add the member.
Email address	Enter the email address of the member.
Mobile Number	Enter the mobile number of the member.
Set contact to 'Do not contact' status?	Select Yes if you want the status of the member as Do not contact: Yes No Not defined

Create/Update Contact

Creates a new contact or updates an existing contact.

Connection	Establish a connection to your ActiveTrail account.
Email	Enter the email address of the contact.
SMS	Enter the number to which the messages will be sent to the contact.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Anniversary	Enter the wedding anniversary date of the customer.
Birthday	Enter the birth date of the customer.
City	Enter the city name of the customer.
Fax	Enter the fax details of the customer.
Phone 1	Enter the primary contact number of the customer.
Phone 2	Enter the secondary contact number of the customer.
Street	Enter the street name of the customer contact address.
Zip Code	Enter the zip code of the customer contact address.
ext1 to ext 25	Enter the extension number of the customer. You can enter up to 25 extension numbers.
date1 to date5	Enter the important dates for the customer. You can enter up to five dates.
num1 to num5	Enter the contact numbers of the customer. You can enter up to five numbers.
Set as 'Do Not Mail?'	Select Yes if no email has to be sent to the customer: Yes No Not defined
Is deleted	Select Yes if the customer has been deleted: Yes No Not defined

Delete a Contact

Removes a contact.

Connection	Establish a connection to your ActiveTrail account.
ID	Enter the Contact ID you want to delete.

Get a Contact

Gets a contact.

Connection	Establish a connection to your ActiveTrail account.
ID	Enter the Contact ID whose details you want to retrieve.

Remove a Member from a Group

Removes a member from a group.

Connection	Establish a connection to your ActiveTrail account.
Group ID	Select the Group ID whose member you want to remove from the group.
Member ID	Enter the Member ID you want to remove from the group.

Send SMS

Sends a text message (SMS) to a contact.

Connection	Establish a connection to your ActiveTrail account.
Message name (will be shown in your account)	Enter a name for the message.
Sender name (will be shown in the SMS message title)	Enter the name that displays as title of the message.
Message contents	Enter the message text.
Mobile number	Enter the mobile number to which the message will be sent.
Add unsubscribe link?	Select if you want add a link for unsubscribing in the message.

Searches

List Contacts

Gets a list of contacts.

Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of contacts Celonis platform should return during one Action Flow execution cycle.
Search Text	Enter any information about the contacts you want to list.

List Groups

Select a specific group in your account.

Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of groups Celonis platform should return during one Action Flow execution cycle.
Search Text	Enter any information about the group which you want to list.

Watch Campaigns

Triggers an operation when a new campaign is added to the account.

Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of transactions Celonis platform should return during one Action Flow execution cycle.
Search Text	Enter the keywords based on which triggers will be sent when a new campaign is added to the account.
From Date	Enter the date from which you want to watch the campaigns.
To Date	Enter the date until which you want to watch the campaigns.

Watch for contact unsubscribed

Triggers when a contact unsubscribes.

Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.

Watch for Automation Step

Triggers when a contact moves a step inside an automation.

Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.

Watch for Contact Added to a Group

Triggers when a contact is added to a group.

Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.