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Notis

Create a recipient letter for every new certificate

When a certificate is issued, turn its details into a clear, personalized recipient letter without rebuilding the document by hand.

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

Copying recipient and credential details into letters adds busywork and makes mistakes more likely.

  • Create a consistent letter using certificate and recipient details supplied in the request.
  • Reduce manual document preparation after certificate issuance.
  • Receive document metadata and a download URL.

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 give it a name.
  • 3Tell Notis to use the certificate and recipient details in each request to create a personalized letter from the chosen Docugenerate template.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real certificate request and confirm the generated letter.

Questions about this workflow

What starts this workflow?

A webhook starts it when an external tool or custom backend sends Notis an HTTP request containing the certificate and recipient details.

What does the workflow return?

Docugenerate generates a document from the selected template and returns metadata, including a download URL.

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.

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

Permanently deletes a document from storage.

ActionInstant

Delete template

Permanently deletes a template and all its stored versions.

ActionInstant

Update Document

Renames an existing generated document.

ActionInstant

Get document by ID

Retrieves a document’s details and download link by ID.

ActionInstant

Get or list templates

Retrieves or lists existing templates.

ActionInstant

Get template by ID

Retrieves a template’s details by ID.

ActionInstant

Update Template

Updates a template’s file and settings.

ActionInstant

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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