Put useful campaign context directly on the report
Add the campaign name or reporting period to the document so the PDF makes sense when it is opened later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Why this helps
A detached PDF can lose context when its filename is vague or it is shared outside the original thread.
- Keep supplied campaign context with the document
- Add headers or footers to an existing PDF
- Make standalone reports easier to identify
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 context overlay workflow.
- 3Tell Notis which supplied campaign text to add, where to place it, and which PDF to update.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real PDF and campaign context request.
Questions about this workflow
Can Notis infer the reporting period?
Only when it is present in the available campaign data or supplied with the request. Otherwise, provide the period explicitly.
Can I place text at a chosen position?
Yes. The text overlay action supports text at specified positions, as well as page numbers and watermarks.
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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