Keep a document record of every campaign launch
When your system sends Notis a campaign launch request, generate a consistent record from the ActiveTrail details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Campaign context and send details are easy to lose after launch, making later reviews harder.
- Preserve launch details in a consistent format.
- Make campaign context easier to find later.
- Create a record as part of the send workflow.
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 create a launch record from the campaign information included with each webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real campaign example through the webhook and review the document.
Questions about this workflow
Does ActiveTrail provide the trigger for this workflow?
No. This workflow starts when an HTTP request reaches Notis. Your ActiveTrail setup or another connected system must send the request.
Can the document include campaign performance?
It can include results supplied in the request or otherwise available to Notis. Do not expect later results if they are not included or retrievable.
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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