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Create an agreement PDF copy from ActiveMerge details

Keep agreement information together by generating a PDF copy from the details already in your ActiveMerge workflow.

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

After an agreement workflow completes, teams may still need to recreate a populated copy for records or handoff.

  • Use agreement details provided in the incoming webhook.
  • Populate an existing Documint agreement template.
  • Receive the generated PDF URL in the run result.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Documint once in the Notis portal.
  • 2Create an automation and describe the agreement copy to generate.
  • 3Choose a webhook trigger that receives the agreement data and template ID.
  • 4Choose where run reports should go.
  • 5Test with one real agreement payload and a compatible Documint template.

Questions about this workflow

Does this workflow sign the agreement?

No. The available Documint action creates a document from a template; it does not apply an e-signature.

Can it use a new Documint template automatically?

The Create Document action needs a template ID. Use an existing template and include its ID in the webhook data or automation instructions.

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.

TriggerScheduled

Delete Template

Permanently deletes a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF from template data and returns a download link valid for 24 hours.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

List Documents

Lists documents in your Documint account.

ActionInstant

List Templates

Lists templates in your account.

ActionInstant

Update Template

Updates a template’s settings or layout.

ActionInstant

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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