Make the monthly campaign review easier to finish
Let a schedule prompt the review, then turn the finished campaign report page into a PDF with Cloudlayer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert URL to PDF
Converts a webpage into a PDF.
Why this helps
Monthly reviews can lose momentum when someone has to chase the numbers and format a document at the same time.
- Give monthly campaign review a regular start point.
- Create a shareable PDF from the review page.
- Keep the review process focused on results and decisions.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the monthly review Notis should prepare and the public URL Cloudlayer should convert to PDF.
- 4Choose the notis_cron trigger and set the monthly schedule, then select where run reports should go.
- 5Test with one real review URL and check the resulting PDF.
Questions about this workflow
Does this workflow create campaign history?
The workflow can use data available through ActiveTrail or supplied to Notis. Any historical comparison not available there must be provided.
Why use the advanced URL to PDF action?
It supports more control over PDF settings such as paper size, margins, headers, footers, and webhook callbacks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Cloudlayer. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
ActiveTrail and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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