Send a proposal with the context it needs
Put the proposal and its supporting reference pages into one PDF, ready for the next customer conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Why this helps
A proposal that arrives without its supporting materials can trigger more searching, follow-up, and delay.
- Generate a proposal from a reusable template.
- Append supplied PDFs as additional pages in the generated document.
- Create a single file that is simpler to review and share.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docugenerate once in the Notis portal.
- 2In Automations, choose New Automation and name the proposal workflow.
- 3Tell Notis to generate the proposal from supplied CRM details and append the specified reference PDFs.
- 4Pick the webhook trigger and choose a destination for run reports.
- 5Test with one real proposal and confirm the generated PDF includes the expected pages.
Questions about this workflow
Does this action embed files as attachments?
No. This action generates a PDF and appends additional PDF files as pages. Use the attachments action when you need embedded attachments.
What if reference PDFs are missing?
The workflow can only append files that are supplied or available to it. Decide in your instruction how Notis should handle an incomplete request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docugenerate. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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