Get a regular report for an ActiveCampaign segment
Keep a useful segment review ready on a schedule, in a document your team can scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Repeating the same segment review often means running the same checks and rebuilding the same document.
- Reuse your supplied segment criteria on each run.
- Present available matching contact data in a Carbone document.
- Make recurring review easier to pick up and share.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Carbone once in the Notis portal.
- 2Create an automation named Scheduled Contact Segment Document.
- 3Tell Notis which segment criteria to use and what summary to include in the Carbone document.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and verify the segment criteria return the intended contacts.
Questions about this workflow
Can Notis guess which segment I mean?
Provide the segment name or criteria in your instruction so the workflow has a clear basis for the report.
What happens if the segment criteria cannot be applied?
The workflow should report that limitation rather than create a document with guessed membership.
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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