Prepare a contact onboarding sheet on demand
Turn the contact context you need into a clean sheet before a kickoff or customer handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Preparing for a new relationship often means hunting across contact records for basic context.
- Create a consistent document for contact handoffs.
- Include only the contact details you request.
- Get a downloadable PDF from a webhook request.
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 to retrieve the requested contact details and format them as an onboarding sheet PDF.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real contact request.
Questions about this workflow
Can the sheet include notes?
Ask Notis to include notes if they are available in the ActiveCampaign data it retrieves.
How do I choose the contact?
Include enough identifying information in the webhook request for Notis to find the intended contact.
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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