Review contact engagement each week
Start with one focused view of recent engagement signals available from your contacts.
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
Useful engagement signals are easy to miss when you have to search through many contact records.
- Gather available engagement signals into one document.
- Use a recurring schedule for a consistent review.
- Call out unavailable history instead of treating it as no engagement.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Carbone once in the Notis portal.
- 2Create an automation named Weekly Contact Engagement Review.
- 3Tell Notis what engagement signals and date range to summarize from available contact data.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the required engagement history is available.
Questions about this workflow
Which engagement signals can it include?
Only the signals available to the workflow. Specify the ones you want in your instruction.
Does no returned activity mean a contact did nothing?
Not necessarily. The report should distinguish missing history from confirmed absence of activity.
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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