Keep the agreement and its attachments together
Generate the agreement from your template and include the supporting files in the same PDF for a cleaner handoff.
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
Collecting an agreement and its supporting documents from separate places makes review and delivery easier to forget.
- Generate a PDF from an existing Docugenerate template.
- Include supporting files supplied to the workflow as embedded attachments.
- Reduce manual document assembly after an ActiveCampaign milestone.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to generate an agreement PDF using the supplied CRM details and include the provided supporting files as attachments.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real agreement example and inspect the resulting PDF.
Questions about this workflow
Where do the supporting files come from?
Your webhook request or connected workflow context must provide the files. The listed action embeds attachments in a generated PDF.
Can the workflow infer that an agreement was signed?
No ActiveCampaign trigger events are available in this request. Use a webhook sent by your external system when the relevant milestone occurs.
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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