Prepare segment-specific campaign documents together
Generate separate documents for the campaign segments you need to review, without running each PDF request by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Why this helps
Preparing a document for each campaign segment can multiply repetitive work during a busy review cycle.
- Generate several segment documents concurrently
- Keep segment reports in a consistent format
- Reduce repeated document requests
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 segment document workflow.
- 3Tell Notis which supplied segment data and templates to use for each PDF and whether to merge the outputs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of segment data and review each generated document.
Questions about this workflow
Does ActiveTrail provide segment data to this workflow automatically?
Use the data available through your connected ActiveTrail context or supply the segment data in the workflow input. The package does not assume an unlisted trigger event.
Can the PDFs be merged?
The parallel generation action supports an optional merge. State whether you want separate outputs or a merged file.
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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