Put campaign context and supporting files in one PDF
Send campaign details and relevant files to Notis, then generate a single PDF packet with the attachments included.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Campaign summaries and their supporting materials often end up in separate places.
- Bring campaign context and supplied files together.
- Create a review packet from a webhook request.
- Make campaign handoffs easier to follow.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to generate a campaign PDF using the supplied campaign details and embed the attached files.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign request and supported attachments.
Questions about this workflow
Where do the attachments come from?
The webhook request must include or reference the files to embed. The workflow does not create missing source files.
Is this the same as appending PDFs?
No. This action embeds attachments in a generated PDF. Use a PDF merge action when the goal is to append additional PDF pages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docugenerate. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
ActiveTrail and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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