Create a deal brief without rebuilding the context
Turn the details around a deal into a focused brief you can pass along or keep for your next review.
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
Deal context can be spread across records and notes, leaving people to reconstruct the story before they can act.
- Collect relevant deal context into one document.
- Make deal reviews easier to prepare for.
- Request a brief for a specific deal through an HTTP 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 deal details, summarize them as a brief, and create a PDF.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real deal request.
Questions about this workflow
What deal information is included?
Specify the information you want Notis to retrieve from the requested ActiveCampaign deal. The automation can summarize the returned details in the PDF.
Does this update the deal?
No. The configured DocRaptor action creates a document from HTML content or a URL.
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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