Create client onboarding PDFs from ActiveMerge details
Turn onboarding information into a consistent document while the client details are already in hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
New client details often have to be copied into yet another document before the onboarding process can move forward.
- Generate a PDF from client details sent in the webhook.
- Use your existing Documint onboarding template.
- Keep the generated document URL with the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation to generate the onboarding PDF from the incoming client details.
- 3Choose a webhook trigger that includes client data and the Documint template ID.
- 4Choose where Notis should send run reports.
- 5Test with one real onboarding payload and a suitable template.
Questions about this workflow
Can this workflow create a Documint template?
No. It uses the Create Document action with an existing template ID.
What happens to the generated PDF URL?
Documint returns a URL to the generated PDF that is valid for 24 hours. The workflow can include it in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documint. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
ActiveMerge and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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