Bring the client document and its supporting files together
Create one organized packet from the account details and supporting files supplied for the request.
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
Client documents and supporting files often arrive separately, leaving someone to assemble the final packet manually.
- Combine a generated document with supplied supporting files.
- Keep the packet tied to the relevant client context.
- Reduce manual file assembly before review or delivery.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docugenerate once in the Notis portal.
- 2Create an automation and describe the packet to generate and the supplied files to include.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one real client request and the intended attachments.
Questions about this workflow
Does the workflow find attachments in Agencyzoom automatically?
The workflow should include files supplied with the webhook request unless your connected tools expose the relevant files. Do not assume unavailable files.
Will Notis send the packet to the client?
This action generates a document. Delivery is separate unless you add an explicitly supported delivery step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docugenerate. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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