Create quote request PDFs from checked customer details
A quote request arrives. Notis checks the details you provide and prepares a PDF your team can use to follow up.
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
Quote requests lose momentum when someone has to verify contact details and recreate the request in a document.
- Spot questionable contact details earlier in the quote process.
- Give sales a consistent request summary to review.
- Cut manual document preparation after each inquiry.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Documint once in the Notis portal.
- 2Create an automation for quote request PDFs.
- 3Tell Notis to check the submitted customer details and create a quote request PDF using your supplied template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real quote request and check the PDF content.
Questions about this workflow
Can Addressfinder decide whether to accept a quote request?
It can check the details supplied, but your team should decide whether the request qualifies.
Does the webhook need to include quote details?
Yes. Include the customer and quote information needed by your Documint template.
Can this workflow send the PDF to a customer?
The listed Documint action creates a PDF and returns its URL. Delivery to a customer is not part of this action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Documint. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder 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.