Build a client packet with its supporting files included
A single webhook request can trigger contact checks and create a client PDF with the attachments you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Client documents and their supporting files often end up separated across messages and manual steps.
- Keep supporting files bundled with the generated PDF.
- Check contact information before producing the packet.
- Reduce manual assembly across separate documents.
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 submitted contact and generate the client document with the provided attachments.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and its intended attachments.
Questions about this workflow
What files are included?
The PDF can include attachments supplied with the request and supported by the Docugenerate action.
Does Abstract check the attachments?
No. Abstract is used here for contact validation. The request must supply the files intended for the document.
What if the contact details fail validation?
Describe in your instruction how Notis should handle invalid details, such as reporting the result without generating the packet.
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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