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Notis

Turn campaign details into the document your process needs

Describe the outcome once and let Notis prepare a custom PDF from the campaign details available to the workflow.

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

Campaign information often needs to be reshaped into a document before it can support a decision or handoff.

  • Create a document around a specific campaign need
  • Use a template for consistent output
  • Reduce manual restructuring of campaign information

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 custom document workflow.
  • 3Tell Notis what the PDF should contain, which available campaign details to use, and which Craftmypdf template fits.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real request and inspect the generated PDF.

Questions about this workflow

Can I use information beyond ActiveTrail results?

Yes, if you supply it in the request or make it available to the workflow. Notis should not invent missing data.

Can I change the document format?

Choose a suitable available Craftmypdf template and describe the desired content in your instruction.

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.

TriggerScheduled

Create Editor Session

Creates an embeddable editor session for a PDF template.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Text to PDF

Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.

ActionInstant

Add Watermark to PDF

Overlay a customizable text watermark on a PDF.

ActionInstant

List PDF Templates

Lists the available PDF templates.

ActionInstant

Create PDF Asynchronously (Extended)

Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.

ActionInstant

Create PDFs in Parallel

Generate multiple PDFs concurrently from templates and optionally merge them into one file.

ActionInstant

Get Account Information

Retrieve account subscription, usage, quota, and creation details.

ActionInstant

Get PDF Information

Retrieve PDF metadata and page count without downloading the full document.

ActionInstant

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

Save your first hour today.

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