Keep a PDF reference with signed agreement follow-up
Preserve a copy of the public page associated with a signed agreement, such as a policy or product page, for easier later review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert URL to PDF
Convert a webpage into a PDF.
Why this helps
The public pages relevant to an agreement can change, making later review harder without a saved reference.
- Create a PDF from a reference URL supplied with the signed event.
- Keep a snapshot for review after the live page changes.
- Reduce manual page saving after signature notifications.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to convert the supplied reference URL to PDF when the signed agreement webhook arrives.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real signed agreement notification and reference URL.
Questions about this workflow
Will this identify relevant reference pages from the agreement?
No. The webhook or your instruction must provide the reference URL to archive.
Does the PDF replace the signed agreement?
No. It creates a PDF of the supplied webpage as a separate reference artifact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Agenty. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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When this happens · Trigger
Do this · Action
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