Keep certificate details and supporting files together
Generate a single PDF that includes the credential information and the supporting files provided with the request.
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
Certificate details and their supporting evidence often arrive separately and are easy to lose track of.
- Combine credential details with supplied supporting files in one PDF.
- Keep the generated artifact easier to share and file.
- Avoid manually assembling attachments.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for certificate evidence PDFs.
- 3Tell Notis to generate a PDF from the chosen template using supplied certificate data and embed the supporting files included in the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real certificate and its intended attachments.
Questions about this workflow
Where do attachments come from?
The webhook request must include the supporting files to embed in the generated PDF.
Can this create a PDF without attachments?
This action is specifically for generating a PDF with embedded attachments. Use a regular document generation action when no attachments are needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docugenerate. A trigger fires from one place; an action lands in another.
Accredible certificates 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
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Accredible certificates and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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