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Notis

Get campaign results into a spreadsheet on request

Request a campaign data extract and let Notis prepare the spreadsheet for analysis.

Trigger

Webhook received

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

Action

Create Async Document

Creates a document asynchronously from HTML content.

Why this helps

Copying campaign metrics into a spreadsheet interrupts analysis and makes quick follow-up harder.

  • Create a spreadsheet from available campaign results.
  • Start the workflow from an external request.
  • Track completion of document generation.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and DocRaptor once in the Notis portal.
  • 2Create an automation and describe the campaign-results XLSX to create.
  • 3Pick a webhook trigger and choose where run reports should go.
  • 4Test with one real campaign-results request.

Questions about this workflow

Can the webhook specify which campaign to include?

The request can provide campaign context for Notis to use. Do not rely on campaign identifiers or metrics unless ActiveTrail makes them available.

Does this action return the file immediately?

This workflow uses asynchronous document creation, which may require checking completion status or using a callback.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to DocRaptor. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

DocRaptor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Async Document

Creates a document asynchronously from HTML content.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document

Creates a PDF or Excel document from HTML content or a URL and returns it immediately.

ActionInstant

Create Document from Referrer

Converts webpages into PDF or Excel documents.

ActionInstant

Create Hosted Async Document

Creates a hosted document asynchronously.

ActionInstant

Download Async Document

Downloads a completed asynchronous document.

ActionInstant

Get Async Document Status

Checks the progress of asynchronous document creation.

ActionInstant

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

ActionInstant

List Documents (XML)

Lists previously created documents with metadata in XML format.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and DocRaptor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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