Turn deal details into a ready-to-review proposal
Send the deal context once. Notis can ask Documint to prepare a proposal PDF from your chosen template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Copying deal terms into proposal documents creates busywork and makes it easy to miss important details.
- Create a proposal from deal information included in the webhook request.
- Use the same prompt and template for a more consistent review draft.
- Reduce the time spent switching between deal records and documents.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Documint once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Describe in one instruction how to use the deal details in each request to generate a proposal with your Documint template.
- 4Choose the webhook trigger and a report channel for run updates.
- 5Test by sending one real deal example and reviewing the generated PDF.
Questions about this workflow
Does this workflow send the proposal to the prospect?
The listed Documint action creates a PDF and returns its URL. It does not send the proposal to a prospect.
What deal details should the request include?
Include the information your proposal template needs, such as deal name, scope, pricing, and dates, if those details are available in your ActiveCampaign setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Documint. A trigger fires from one place; an action lands in another.
Active campaign triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Active campaign and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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