Prepare agreement documents from a ready request
Generate a consistent agreement copy from the template and information already prepared in your workflow.
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
Recreating agreement documents from details already gathered by a workflow adds unnecessary context switching.
- Generate documents from a template using JSON data or a data file.
- Produce a consistent starting document for review.
- Receive generated 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 which agreement template and supplied data should produce the document.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real agreement request to test the workflow.
Questions about this workflow
Does this workflow sign the agreement?
No. The available action generates a document from a template; it does not perform an e-signature.
What starts the workflow?
A Notis webhook starts the automation when an HTTP request arrives from 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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