Turn contact engagement into a working spreadsheet
Get selected contact activity into an XLSX workbook you can sort, review, and use in your next planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Comparing contact activity manually makes it harder to spot who needs a thoughtful follow-up.
- Review selected contact activity in spreadsheet form.
- Create a repeatable engagement snapshot.
- Track asynchronous workbook generation.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and DocRaptor once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which available contact engagement details to retrieve and to create an asynchronous XLSX workbook.
- 4Pick the recurring schedule and choose where run reports go.
- 5Test with one real reporting period.
Questions about this workflow
What engagement data can be included?
The workbook can include information Notis retrieves from ActiveCampaign. Specify the data you need and confirm it is available in the connected account.
Why is the workbook asynchronous?
The async action creates the document in the background and provides a way to check its completion status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to DocRaptor. A trigger fires from one place; an action lands in another.
Active campaign triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Active campaign and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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