Fill campaign report forms from the details you already have
Send campaign details into Notis and let it fill the matching fields in your existing PDF form.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update PDF Fields
Fill a PDF’s form fields with provided values; the document must contain identifiable fillable fields.
Why this helps
Copying campaign details into the same fillable report form by hand invites repetitive work and missed entries.
- Populate matching fillable PDF fields
- Reuse campaign details in a standard form
- Reduce manual transcription
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 form-filling workflow.
- 3Tell Notis to use the campaign details supplied or retrieved and update matching fillable fields in your PDF.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign and a PDF that has identifiable fillable fields.
Questions about this workflow
Will this work with any PDF?
The PDF must contain fillable form fields with identifiable names that match the field IDs used for the update.
Can it invent values for fields that are missing?
No. Supply missing information in the webhook request or leave those fields unfilled according to 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.
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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