Prepare vendor onboarding packets with checked details
Collect vendor information once. Notis checks the submitted details and prepares a consistent onboarding packet for review.
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
Vendor setup stalls when contact details need checking and the same information has to be entered into onboarding paperwork.
- Reduce back-and-forth caused by incomplete vendor details.
- Start each packet from the same approved template.
- Give the team a PDF to review and share.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Documint once in the Notis portal.
- 2Create an automation named for vendor onboarding packets.
- 3In one instruction, ask Notis to check submitted vendor details and create a packet using your supplied Documint template.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real vendor example and review the resulting PDF.
Questions about this workflow
What information should the webhook send?
Send the vendor details needed for your process and the Documint template data. Addressfinder can check the address and contact fields provided.
Will this workflow approve a vendor?
No. It checks provided data and generates a document; your team remains responsible for vendor approval.
How long is the generated PDF link available?
Documint returns a PDF URL that is valid for 24 hours.
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
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