Create proposal PDFs from ActiveMerge data
Move proposal details from ActiveMerge into a finished PDF without rebuilding the document by 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
Proposal details can be ready in ActiveMerge while the final client PDF still takes another round of copying and formatting.
- Reuse an existing Documint proposal template.
- Generate the PDF from values included in the webhook payload.
- Get a Documint URL for the generated document.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation and describe the proposal PDF outcome in one instruction.
- 3Choose a webhook trigger that receives the proposal details and Documint template ID.
- 4Choose where Notis should send run reports.
- 5Test with one real proposal payload and an existing template.
Questions about this workflow
What must the webhook include?
Include the proposal details as JSON data and the ID of an existing Documint template that accepts those variables.
Where does the generated PDF go?
Documint returns a URL to the generated PDF. The URL is valid for 24 hours.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.