Keep a monthly record of campaign work
Create a dated campaign archive you can revisit without searching through old screens.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Older campaign context can become difficult to find when no one has made a simple reference document.
- Keep a recurring record of selected campaign details.
- Make past campaign information easier to review.
- Create a PDF archive on a schedule.
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 campaign details to retrieve for the monthly archive and to create a PDF.
- 4Pick the recurring schedule and choose where run reports go.
- 5Test with one real month of campaign information.
Questions about this workflow
Does this archive contain every campaign?
It contains the campaign information you ask Notis to retrieve and that is available in ActiveCampaign.
Can I request a particular date range?
Include the desired range in the instruction or request and confirm that the relevant campaign data is available.
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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