Prepare onboarding paperwork after checking a phone number
Keep a new onboarding request moving by checking its submitted phone number and creating the document from your template.
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
Onboarding can stall when contact details need checking before someone prepares the first document.
- Start document preparation from a submitted request.
- Check phone details before generating paperwork.
- Keep onboarding documents consistent.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Docugenerate once in the Notis portal.
- 2Create an automation in Notis, or tell Notis in plain language from any channel.
- 3Describe the outcome in one instruction: verify the supplied phone number and generate the requested onboarding document.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real onboarding request.
Questions about this workflow
What phone information is required?
Include the phone number and any context required for Abstract to verify it.
Does this send the document to the new contact?
The listed action generates a document and returns metadata including a download URL. Delivery would require a separately configured process.
What if the number cannot be verified?
Tell Notis how to handle that result in the instruction, such as flagging the request for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docugenerate. A trigger fires from one place; an action lands in another.
Abstract 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
Delete template
Update Document
Renames an existing generated document.
Get document by ID
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Abstract and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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