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Convert an ActiveTrail Excel export to CSV

Get a CSV version of a supplied campaign export without opening a spreadsheet and re-saving it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Convert Excel to CSV

Why this helps

Reformatting campaign exports by hand adds repetitive steps before data can be reused.

  • Reduce repetitive spreadsheet reformatting.
  • Start conversion when an external system sends a request.
  • Get a CSV artifact from a supplied Excel file.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Conversion tools once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to convert the supplied ActiveTrail Excel export to CSV.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Test with one real Excel file and a webhook request.

Questions about this workflow

What starts this workflow?

A webhook starts it when an external tool or custom backend sends an HTTP request to Notis.

Where does the Excel file come from?

Provide a local upload or file URL that Conversion tools can access. The workflow does not assume ActiveTrail sends a file automatically.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Conversion tools. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Conversion tools actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

ActionInstant

Download Converted File

Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.

ActionInstant

Get Auth Info

Retrieves information about the authenticated user, including their email address.

ActionInstant

Get Conversion Config

Lists available conversion types and their options.

ActionInstant

Get File Info

Retrieves a stored file’s metadata and, for text files, a preview without using quota.

ActionInstant

Convert Word to Text

Converts a Word document to plain text.

ActionInstant

Get Task Status

Retrieves a conversion task’s status and, when successful, its result file ID.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Conversion tools, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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