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Notis

Bundle verified details and supporting files into a PDF

Send a request with document data and supporting files. Notis can check supplied details with Addressfinder and use Docugenerate to create a PDF with embedded attachments.

Trigger

Webhook received

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

Action

Generate document with attachments

Why this helps

Gathering details and supporting files into one complete PDF takes time and makes it easy to miss an attachment.

  • Combine document data and supporting files in one generation run.
  • Check supplied address and contact details before generating.
  • Get a generated document and its 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 how Notis should check submitted details and generate a PDF with the provided attachments.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real request containing document data and an attachment.

Questions about this workflow

Does the request need to include the files?

Provide the supporting files through the webhook request or the available connected workflow context. The action generates a PDF with embedded attachments.

Can Addressfinder verify the attachment contents?

The described Addressfinder capabilities cover addresses, email, phone numbers, enrichment, and data quality. The workflow should not assume it reads or verifies attachment contents.

What happens if submitted details fail a check?

Describe in your instruction whether Notis should pause generation or report the issue. Do not assume a specific Addressfinder result or missing field.

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.

TriggerScheduled

Generate documents from template

Generates documents by merging data into a template.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Document

Permanently deletes a document from storage.

ActionInstant

Delete template

Permanently deletes a template and all its stored versions.

ActionInstant

Update Document

Renames an existing generated document.

ActionInstant

Get document by ID

Retrieves a document’s details and download link by ID.

ActionInstant

Get or list templates

Retrieves or lists existing templates.

ActionInstant

Get template by ID

Retrieves a template’s details by ID.

ActionInstant

Update Template

Updates a template’s file and settings.

ActionInstant

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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