Prepare an approval brief for an ActiveCampaign campaign
Give reviewers the campaign details and intended audience in one focused document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Campaign reviews slow down when reviewers have to find context across multiple records and messages.
- Summarize the campaign information included in the request.
- Create a repeatable document for review.
- Keep missing approval details visible for the owner to fill in.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Carbone once in the Notis portal.
- 2Create an automation named Campaign Approval Brief.
- 3Tell Notis to organize submitted campaign details into an approval brief and mark any absent review information.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real campaign submission and check the brief before sharing.
Questions about this workflow
Does this approve or send the campaign?
No. It creates a review document from submitted details; a person remains responsible for the decision.
Can it include an approval checklist?
Yes, if you specify the checklist in the instruction or provide it with the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Carbone. A trigger fires from one place; an action lands in another.
Active campaign triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Active campaign and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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