See the documents created from a campaign template
Review the recent documents generated from a specific template and keep campaign follow-through easier to track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
When generated files are scattered across runs, it takes extra effort to understand what has already been created.
- List documents generated from a specific template.
- Review the latest created items, which the action returns in descending creation order.
- Add campaign context supplied to the automation to make the report easier to act on.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the template review.
- 3Tell Notis to list documents for the confirmed template ID and summarize the recent results with any supplied campaign context.
- 4Pick a recurring schedule and choose a report destination.
- 5Test with one real template ID and confirm the returned document list.
Questions about this workflow
Does this action find documents across all templates?
No. It lists documents for a specific template, so provide the template ID.
Can it include a download link?
The action lists documents for a template. For detailed metadata and a download URL for one known document, use the get document by ID action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docugenerate. A trigger fires from one place; an action lands in another.
Active campaign triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Active campaign and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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