Assemble recurring PDF packets from checked records
Set a recurring Notis run to check supplied details with Addressfinder, generate a PDF from a Docugenerate template, and append the provided PDF pages.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with merge
Why this helps
Recurring packets require repeated document assembly, detail checks, and careful handling of extra pages.
- Generate a templated PDF and append additional PDF files in one workflow.
- Check supplied address and contact details before document generation.
- Keep recurring document preparation on a schedule you choose.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Docugenerate once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3Describe how Notis should check the supplied records and append the provided PDFs to each generated document.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real record and the PDFs intended for its packet.
Questions about this workflow
Does this workflow find the source PDFs?
The action merges additional PDF files supplied to the workflow. Tell Notis where those files come from; this package does not assume a file source.
What does Addressfinder check?
It can verify addresses, validate email and phone numbers, enrich data, and check data quality using details made available to the workflow.
Can the schedule run without records?
The schedule starts the workflow, but the records and PDFs still need to be available to the run. Configure the instruction around the source you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docugenerate. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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