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Create a client delivery packet

Send clients one organized packet instead of a trail of creative links and messages.

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

Client handoffs feel unfinished when assets and context arrive in separate threads.

  • Groups supplied assets and notes into one PDF
  • Makes delivery details easy to scan
  • Leaves final sending under your control

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Documint.
  • 2Create an automation describing the Adrapid webhook payload: client name, campaign name, asset URLs, approved copy, formats, and delivery notes. Ask Documint to merge it into a delivery packet template.
  • 3Select the webhook trigger and report destination.
  • 4Test with one approved client delivery payload.

Questions about this workflow

Does the workflow send the packet to the client?

No. It creates the PDF URL; you decide how and when to share it.

Can it include assets not present in the payload?

No. Include every required URL and note in the supplied Adrapid data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adrapid to Documint. A trigger fires from one place; an action lands in another.

Adrapid triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Template

Permanently deletes a template.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document

Creates a PDF from template data and returns a download link valid for 24 hours.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

List Documents

Lists documents in your Documint account.

ActionInstant

List Templates

Lists templates in your account.

ActionInstant

Update Template

Updates a template’s settings or layout.

ActionInstant

Connect any two apps with Notis in the middle.

Adrapid and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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