Keep a client document and its exhibits together
Generate a PDF that keeps the main document and its supplied exhibits in one deliverable.
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
Separate exhibits are easy to overlook when the main document and supporting materials arrive through different steps.
- Generate a PDF with embedded attachments.
- Keep the main document and supporting files together.
- Start from an HTTP request when the source process is ready.
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 which template data and supporting files should be included in the PDF.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real request with a main document and exhibits to test the workflow.
Questions about this workflow
Are the supporting files appended as separate pages?
This action embeds attachments in the generated PDF. To append extra PDF files, choose the generate document with merge action.
Can a schedule start this workflow?
Yes, if the source materials are prepared for recurring runs, choose a Notis schedule instead of a webhook.
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
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