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Review generated document history in context

Bring document creation history into a recurring review so important campaign materials are easier to find.

Trigger

Recurring schedule

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

Action

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

Why this helps

Generated files can be hard to track when there is no routine review of what was created and when.

  • Review document metadata in paginated JSON form.
  • Connect document history to relevant marketing work in a scheduled review.
  • Notice missing or unexpected document output sooner.

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 document list and summarize relevant history with the ActiveCampaign context you specify.
  • 4Pick the recurring schedule and choose where run reports go.
  • 5Test with one real document history review.

Questions about this workflow

What does the list action return?

It retrieves a paginated list of previously created documents with metadata in JSON format.

Can it prove which campaign caused each document?

Only if that relationship is available in the returned metadata or supplied by you. Do not assume document history includes campaign linkage.

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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