Make campaign segment results easier to compare
Turn segment results supplied with a campaign request into a document your team can scan and discuss.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Comparing campaign segments by hand makes it easy to lose context and overlook the result that needs a decision.
- Put supplied segment results into a consistent report.
- Make comparisons easier to review in a team discussion.
- Keep campaign context with the document request.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the segment comparison and ensure the webhook includes the results to compare.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real segment result set and review the rendered comparison.
Questions about this workflow
Does ActiveTrail provide segment results to this workflow automatically?
No. The webhook request should include the segment results because ActiveTrail has no trigger events in this setup.
What template should I use?
Use a Carbone template designed for the report content, and describe the intended comparison in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Carbone. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
ActiveTrail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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