Prepare a monthly bundle of Adtraction partner documents
On a recurring schedule, let Notis turn the Adtraction data you provide into a ZIP of documents generated from your Docugenerate template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
Rebuilding partner document bundles every month creates repetitive work and makes it easy to overlook a partner.
- Bundle multiple generated documents into one archive.
- Give recurring partner reviews a predictable starting point.
- Avoid generating each partner document one at a time.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should use the supplied partner data to generate documents from your chosen template as a ZIP.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example containing the partner data you want included.
Questions about this workflow
Does this workflow fetch partner records from Adtraction automatically?
No Adtraction trigger or data-fetch action is listed here. Supply the partner data to the automation so it can use the Docugenerate template.
What should I check in the first test?
Confirm the ZIP contains the expected documents and that the data you supplied appears correctly in each one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docugenerate. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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