Archive a month of campaign documents in one ZIP
On your chosen schedule, Notis can prepare a batch of campaign documents and package them together for archiving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Collecting campaign records one at a time makes monthly closeout tedious.
- Collect multiple campaign records in one archive.
- Reduce repetitive document generation.
- Make monthly campaign files easier to store and share.
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 which campaigns and date range to include, then ask it to generate a document per campaign in a ZIP.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real month or campaign batch and review the archive.
Questions about this workflow
Can Notis include every campaign from the month?
It can include campaigns available through ActiveTrail for the requested period. Specify the date range and any exclusions in your instruction.
What if there are no campaigns in the period?
Tell Notis how to handle an empty result, such as reporting that there were no matching campaigns instead of creating an archive.
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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