Build partner PDFs with the supporting files included
Send partner details and the files you want included to a Notis webhook, then generate a single PDF through Docugenerate.
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
Partner information and supporting files often end up scattered across messages when a document is prepared manually.
- Keep supporting files together with the generated PDF.
- Start document creation from a webhook request.
- Use a consistent template for partner paperwork.
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 generate a partner PDF from supplied Adtraction details and include the supplied attachments.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real partner example and its supporting files.
Questions about this workflow
Will this workflow discover files in Adtraction?
No file discovery trigger is listed. Include the files needed for the PDF in the webhook request or provide them to the automation.
Can I choose which files are embedded?
Describe which supplied files to include in the automation instruction and verify the result in the test run.
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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