Keep a monthly record of campaign results
Create a repeatable PDF record of the campaign results you choose to preserve each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 results can be difficult to revisit later when no consistent monthly record exists.
- Create consistent monthly campaign records
- Make historical results easier to revisit
- Reduce manual archive preparation
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 monthly archive.
- 3Tell Notis which campaign results to include and to generate a PDF archive using your chosen template.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real month's campaign results before enabling the recurring run.
Questions about this workflow
Will this archive every campaign automatically?
Specify which available campaign results the workflow should include. The prompt determines the scope.
Can it provide year-over-year comparisons?
Only if the relevant historical data is available and the comparison context is supplied or retrievable.
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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