Prepare campaign documents in one scheduled batch
Turn a prepared set of campaign contacts into a ZIP of personalized documents without generating each file by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Creating a separate document for every campaign contact can turn a simple follow-up into a repetitive admin task.
- Generate multiple documents in one batch and package them as a ZIP.
- Run the preparation on a recurring schedule.
- Use only contact fields available to the automation or supplied by you.
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 campaign batch.
- 3Tell Notis which available contact set and template to use, and ask it to package the generated documents as a ZIP.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign example and review the ZIP contents.
Questions about this workflow
Can Notis choose campaign contacts using an ActiveCampaign trigger?
No ActiveCampaign trigger events are listed here. The scheduled workflow needs access to a defined contact set or a supplied list; any required selection criteria must be provided.
Does the ZIP action create one file per contact?
It bulk-generates multiple documents into a ZIP archive from the selected template and supplied data.
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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