Combine proposal PDFs with the right supporting pages
Assemble the proposal and relevant PDF pages into one file when the request is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Why this helps
Manually combining an approved proposal with its supporting pages adds one more handoff to a busy workflow.
- Generate a PDF and append additional PDF files.
- Keep related proposal pages in a single deliverable.
- Use a webhook to start the workflow 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 proposal data and extra PDF files should be combined in the generated document.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real request with PDF files to test the workflow.
Questions about this workflow
How is this different from embedding attachments?
This action generates a PDF and appends additional PDF files as pages.
Does ActiveMerge trigger the automation directly?
ActiveMerge has no listed native trigger. Use a Notis webhook that receives an HTTP request from your flow or backend.
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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