Put transaction summaries and PDF appendices together
Use a webhook to start a transaction review packet from your Adtraction data, then append the relevant supporting PDFs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Why this helps
Reviewers lose time switching between a transaction summary and separate supporting PDFs.
- Combine a generated summary and supporting PDF pages in one output.
- Make transaction review easier to hand off.
- Use supplied records and files in a repeatable process.
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 transaction review PDF from supplied Adtraction details and append the supplied PDF files.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real transaction example and the PDFs you want appended.
Questions about this workflow
Does this workflow find the supporting PDFs for me?
No. Include the supporting PDFs in the request or otherwise provide them to the automation.
Can it summarize transaction data not included in the request?
The workflow can only use information supplied to it. Include any transaction fields or context the review needs.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.