Prepare contact-list spreadsheets on schedule
Have a fresh spreadsheet ready when your team needs to review a contact list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Repeatedly assembling contact-list information into a spreadsheet takes time and creates another task to remember.
- Prepare recurring spreadsheets from available contact data.
- Reduce repetitive export formatting.
- Use asynchronous generation for larger documents.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and DocRaptor once in the Notis portal.
- 2Create an automation and describe the contact-list XLSX to generate.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real contact-list example.
Questions about this workflow
Will this export every ActiveTrail field?
Not automatically. Specify the information you want, and ensure it is available to the workflow or provide it in the request.
Why use asynchronous document creation?
The async action is suitable when the workflow needs to track document generation or use a callback for completion.
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.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
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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