Make stalled deal reviews easier to start
Gather deal details for a regular review and let the PDF generate in the background.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Deals that need attention are easy to overlook when reviewing them requires opening records one by one.
- Put selected deal records into a recurring review document.
- Reduce the effort of preparing a pipeline review.
- Check asynchronous PDF generation status.
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 how to identify deals that need review and to create an asynchronous PDF pack from their returned details.
- 4Pick the recurring schedule and choose where run reports go.
- 5Test with one real review period and confirm the deal selection.
Questions about this workflow
How are deals selected for the pack?
Describe the criteria in your instruction and ensure Notis can retrieve the needed deal data from ActiveCampaign. Any criteria not available there must be supplied by you.
Can I see whether the PDF is ready?
Yes. Asynchronous document creation supports checking status or using a callback 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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