Make every new customer feel expected
Start the relationship with a welcome packet built from the customer details already in ActiveCampaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Copying contact and deal details into a document by hand creates busywork right when a founder should be welcoming a customer.
- Create a consistent welcome document as soon as your external system sends a webhook to Notis.
- Use a Docugenerate template to personalize the document with supplied contact and deal details.
- Keep the handoff in one automation and send run reports to a channel you choose.
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.
- 3Tell Notis to use the supplied ActiveCampaign contact and deal details to generate a welcome document from your chosen Docugenerate template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer example and review the generated document.
Questions about this workflow
Does ActiveCampaign provide the trigger for this workflow?
No ActiveCampaign trigger event is listed here. Notis starts when your external system sends an HTTP request to its webhook, and the request should include the relevant ActiveCampaign details.
What does the automation need to generate the packet?
Provide the template identifier and the customer details your template expects. Notis can only use values included in the webhook or otherwise available to the automation.
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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