Turn an ActiveTrail campaign brief into a document workflow
Give Notis the campaign context and the document workflow you need. It creates the corresponding Docsautomator automation for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Campaign details and document setup live in separate tools, making it easy to lose the requirements between planning and implementation.
- Keep campaign document requirements together with the campaign request.
- Avoid rebuilding the same document automation setup by hand.
- Review the created automation in Docsautomator before relying on it.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docsautomator once in the Notis portal.
- 2Create an automation in Notis, or tell Notis the outcome in plain language.
- 3Ask Notis to create a Docsautomator automation from an approved ActiveTrail campaign brief, including the intended data source and optional Google Doc template.
- 4Choose a webhook trigger and arrange for your external tool or backend to send the campaign brief to Notis.
- 5Choose where run reports go, then test with one real campaign brief.
Questions about this workflow
Does ActiveTrail provide a native trigger for this workflow?
No. ActiveTrail exposes no trigger events here, so a webhook starts the Notis workflow when an external tool or backend sends an HTTP request.
Can this workflow upload a PDF template?
No. PDF templates must be uploaded through the Docsautomator app interface. The Docsautomator action can create an automation with an optional Google Doc template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docsautomator. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
ActiveTrail and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsautomator.