Generate a client document batch in one run
Prepare a group of template-based documents together and receive them in one archive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents as ZIP
Why this helps
Preparing the same kind of document for several clients can turn a single workflow into a stack of repetitive tasks.
- Generate multiple documents as a ZIP archive.
- Use supplied JSON data or a data file with a template.
- Reduce repetitive document preparation for a batch.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the batch of documents to generate and the template and data to use.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one representative batch request to test the workflow.
Questions about this workflow
What does the ZIP action return?
It bulk generates documents and packages them into a ZIP archive.
Can I start the batch on a schedule instead?
Yes. Create a scheduled version with the notis_cron trigger if the batch is recurring.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docugenerate. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.