Add supporting PDF pages to your campaign report
When a webhook request includes campaign details and supporting PDFs, Notis can generate the report and append those pages.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Why this helps
Reviewers may need campaign context and supporting PDF evidence together to make a decision.
- Combine generated campaign reporting with PDF evidence.
- Keep review materials in a single file.
- Reduce manual PDF assembly.
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 the campaign report and append the PDF files supplied with the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign request and the PDFs to append.
Questions about this workflow
Can this append non-PDF attachments?
This action is for appending additional PDF files. Use the attachment generation action for supported embedded attachments.
Does ActiveTrail automatically send the PDF evidence?
No. Notis starts on a webhook request, so your system must include or reference the campaign information and PDF files.
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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