Bundle proposal details and attachments into one PDF
Keep the proposal and its supporting files together in one generated PDF.
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
Sending a proposal and its supporting documents separately makes it harder to keep the full client packet together.
- Generate a PDF with embedded attachments.
- Keep supporting files alongside the document they explain.
- Start document creation from an HTTP request.
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 and its supporting files should produce a PDF with embedded attachments.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real proposal request with attachments to test the workflow.
Questions about this workflow
Can this workflow include supporting files in the PDF?
Yes. The selected Docugenerate action generates a PDF with embedded attachments.
How does the workflow start?
A Notis webhook starts it when an HTTP request is sent, for example by an ActiveMerge flow or connected 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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