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Notis

Keep vendor details and evidence in one packet

Start with a vendor request, check its contact details, and assemble the supplied evidence files into one generated PDF.

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

Vendor information and supporting evidence can be scattered across forms, messages, and files when it is time to review.

  • Keep supplied evidence with the generated document.
  • Check vendor contact information before packet creation.
  • Make review packets easier to hand off.

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 vendor contact and generate a PDF with the provided evidence attached.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real vendor request and its supplied evidence.

Questions about this workflow

What evidence is included?

The request must supply the files intended for the PDF. The action embeds attachments in the generated document.

Does Abstract validate vendor documents?

The listed Abstract capabilities include email validation, IP enrichment, phone verification, and text processing. This workflow uses it to validate contact details.

Can the packet be created if contact details fail?

Specify the handling in your instruction. For example, ask Notis to report the failed check for review and hold document creation.

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.

TriggerScheduled

Generate documents from template

Generates documents by merging data into a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document

ActionInstant

Delete template

ActionInstant

Update Document

Renames an existing generated document.

ActionInstant

Get document by ID

ActionInstant

Get or list templates

Retrieves or lists existing templates.

ActionInstant

Get template by ID

ActionInstant

Update Template

Updates a template’s file and settings.

ActionInstant

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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