Create proposals from ActiveMerge requests
Move proposal details into a polished document without rebuilding the same draft by hand.
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
Proposal details can be scattered across a workflow, leaving founders to assemble and check each document manually.
- Create a document from a template using provided JSON data or a data file.
- Reduce repeated copy and paste between workflow steps.
- Receive document metadata, including a download URL.
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 that a proposal request should generate a document from the chosen Docugenerate template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real proposal request to test the workflow.
Questions about this workflow
Does ActiveMerge provide a native trigger for this workflow?
No. Start it with a Notis webhook that receives an HTTP request from your ActiveMerge flow or connected backend.
What information does the automation need?
Provide the template identifier and the data or data file required by that template.
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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