Start client work with the details in one place
Convert submitted onboarding answers into a consistent packet your team can review and use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Client information arrives in chat, then has to be copied into onboarding documents by hand.
- Reduce copying details from chat into documents.
- Give each client a consistent onboarding packet.
- Make submitted information easier to review.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docugenerate once in the Notis portal.
- 2Create an automation and name it for client onboarding packets.
- 3Tell Notis to use the onboarding details in the webhook request to generate a client packet with your selected Docugenerate template.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real onboarding example and review the generated packet.
Questions about this workflow
Does this read WhatsApp messages automatically?
No trigger event for 2chat is listed. The Notis webhook starts this workflow and its request should include the client details.
What if an onboarding answer is missing?
Notis can only use the information supplied in the request or retrieved through the connected app. Include required details in your instruction or request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docugenerate. A trigger fires from one place; an action lands in another.
2chat triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
2chat and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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