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Notis

Audit document history for campaign archiving

Use the XML document list as a scheduled input to a focused archive review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Documents (XML)

Lists previously created documents with metadata in XML format.

Why this helps

Without a regular check, generated documents may be forgotten before they are filed with the right campaign materials.

  • Retrieve document history in XML format.
  • Make archive review a recurring routine.
  • Surface history that needs a human filing decision.

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 paginated DocRaptor XML document list and summarize items that need archive review.
  • 4Pick the recurring schedule and choose where run reports go.
  • 5Test with one real archive review.

Questions about this workflow

Why choose the XML list?

The action returns a paginated list of previously created documents with metadata in XML format, useful when the workflow expects XML output.

Will the workflow file documents into ActiveCampaign?

No. This action retrieves DocRaptor history; it does not provide an ActiveCampaign filing action.

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.

TriggerScheduled

Create Async Document

Creates a document asynchronously from HTML content.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF or Excel document from HTML content or a URL and returns it immediately.

ActionInstant

Create Document from Referrer

Converts webpages into PDF or Excel documents.

ActionInstant

Create Hosted Async Document

Creates a hosted document asynchronously.

ActionInstant

Download Async Document

Downloads a completed asynchronous document.

ActionInstant

Get Async Document Status

Checks the progress of asynchronous document creation.

ActionInstant

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

ActionInstant

List Documents (XML)

Lists previously created documents with metadata in XML format.

ActionInstant

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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