Keep every ActiveTrail campaign's documents together
Start a campaign and give its related documents a clear home in Docupilot, without interrupting your launch routine.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Why this helps
Campaign documents can end up scattered across workspaces when launch work moves quickly.
- Create a dedicated folder when a campaign launch request arrives.
- Use a consistent folder name based on campaign context supplied by the request.
- Reduce manual setup before collecting campaign documents.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to use the campaign context in the request to create a Docupilot folder for that campaign.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign request and confirm the folder appears in the intended Docupilot workspace.
Questions about this workflow
What starts this automation?
A webhook starts it when an external tool or custom backend sends Notis an HTTP request. Include the campaign context Notis should use.
Does this send an ActiveTrail campaign?
No. The available Docupilot action creates a folder. It does not send or edit an ActiveTrail campaign.
Can Notis choose the right workspace automatically?
The folder action requires workspace context to be confirmed. Include that context in your instruction or request, then verify it during the test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docupilot. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
ActiveTrail and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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