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Create a PDF from an ActiveMerge document merge

Finish a document merge and have its PDF ready without switching tools to convert it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Document

Creates a PDF or Excel document from HTML content or a URL and returns it immediately.

Why this helps

Merged documents can still need a separate conversion step before they are ready to share.

  • Generate a PDF from merged HTML as soon as the workflow is called.
  • Keep document generation in the same automated handoff.
  • Receive the generated file immediately from DocRaptor.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and DocRaptor once in the Notis portal.
  • 2Create an automation named Merged contract PDF.
  • 3Tell Notis to turn the completed merge HTML in each incoming request into a PDF with DocRaptor.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Send one real completed merge as a test and review the PDF.

Questions about this workflow

How does the automation receive a completed merge?

Notis starts from a webhook request. Configure the ActiveMerge workflow to call that webhook with the merged HTML content.

Does this workflow wait for a PDF to finish?

No. It uses DocRaptor's synchronous Create Document action, which returns the generated file immediately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to DocRaptor. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

DocRaptor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Async Document

Creates a document asynchronously from HTML content.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF or Excel document from HTML content or a URL and returns it immediately.

ActionInstant

Create Document from Referrer

Converts webpages into PDF or Excel documents.

ActionInstant

Create Hosted Async Document

Creates a hosted document asynchronously.

ActionInstant

Download Async Document

Downloads a completed asynchronous document.

ActionInstant

Get Async Document Status

Checks the progress of asynchronous document creation.

ActionInstant

List Documents (JSON)

Lists previously created documents with metadata in JSON format.

ActionInstant

List Documents (XML)

Lists previously created documents with metadata in XML format.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and DocRaptor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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