Turn verified client details into a ready-to-review proposal
Send a client brief to your Notis webhook. Notis checks the supplied contact and address details with Addressfinder, then generates a proposal using your Docugenerate template.
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
Copying client details into a proposal creates repetitive work and leaves room for errors in contact information.
- Reduce manual copying from client intake into proposal documents.
- Check submitted addresses and contact details before document generation.
- Receive document metadata and a download URL for review.
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 that Notis should check the submitted details with Addressfinder and generate a proposal from your chosen template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client brief sent as an HTTP request.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook starts it. Include the client details needed for the address and contact checks and proposal.
Does Addressfinder provide a trigger for this workflow?
No. The workflow uses a Notis webhook trigger. Notis can use Addressfinder to check the details included with the request.
Where does the finished proposal go?
Docugenerate returns document metadata, including a download URL. Choose a report channel in Notis to receive run reports.
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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