Start your contact review with a prepared packet
Have a review document ready on schedule, with the contact context your team needs to follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
A recurring contact review takes longer when everyone has to collect the same information before discussing next steps.
- Prepare a recurring review document without starting from a blank page.
- Use a consistent template for contact follow-up discussions.
- Keep the review task attached to a schedule and run report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the contact review.
- 3In one instruction, describe the contact details and review summary to include in the Documint PDF; specify any segment or date range the workflow should use.
- 4Choose the schedule trigger and report channel.
- 5Test with one real review example and check the generated PDF.
Questions about this workflow
Can the schedule define which contacts to review?
The prompt can specify a segment or date range, but Notis does not provide a filter-building screen. Make sure the needed criteria and data are available to the workflow.
Can this guarantee a weekly summary of every contact?
Only if the connected data source makes the relevant contacts and details available. Test with a real example to confirm the returned data covers your intended review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Documint. A trigger fires from one place; an action lands in another.
Active campaign triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Active campaign and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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