Turn ActiveCampaign deal details into a PDF
Give a deal a clean, consistent summary as soon as its details are sent to Notis.
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
Important deal context gets scattered across records and follow-ups, making a handoff slower than it needs to be.
- Create a consistent deal handoff document.
- Use deal information provided in the webhook request.
- Reduce manual copy and paste before a review or handoff.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Carbone once in the Notis portal.
- 2Create an automation named ActiveCampaign Deal Summary PDF.
- 3Tell Notis to summarize the deal details in each webhook request using the chosen Carbone template.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real deal payload and review the PDF.
Questions about this workflow
Can this listen directly for a deal stage change?
ActiveCampaign trigger events are not available for this package. An external sender must send the deal details to a Notis webhook.
What details go into the PDF?
Notis can use the details included in the webhook request and the template you select.
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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