Create onboarding documents from workflow details
Turn information already collected during onboarding into a ready-to-review document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
New client or team onboarding often repeats information across forms, workflows, and documents.
- Generate a document from a template and supplied data.
- Reduce repeated entry during onboarding.
- Return metadata and a download URL for the generated file.
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 onboarding template and supplied details should create a document.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real onboarding request to test the workflow.
Questions about this workflow
Can this create different onboarding documents?
Yes, when the request identifies the appropriate template and provides the data or data file that template needs.
Does Notis provide a field mapping screen?
No. Describe the desired outcome in plain language and provide the template inputs in the request.
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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