Turn an approved campaign review into a shareable PDF
Once your review is complete, send the approved context to Notis and create a consistent final summary document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Why this helps
Approved findings can remain stuck in notes or dashboards instead of becoming a document people can share.
- Turn approved findings into a consistent PDF
- Keep review context with the final summary
- Reduce copy and formatting work after approval
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the approved summary workflow.
- 3Tell Notis to use available campaign results and supplied approval context to generate a final PDF with your template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved campaign summary request.
Questions about this workflow
How does the workflow know a report is approved?
Your webhook process should send the request only after approval, or include clear approval context for Notis to follow.
Can it add facts not present in the campaign results?
Only include extra facts or comparisons when you supply them. Notis should summarize the available data without inventing context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Craftmypdf. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
ActiveTrail and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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