Create one policy document with its supporting pages
Generate the main PDF and append the additional pages needed for a single review-ready file.
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
When supporting PDFs live separately, staff have to assemble and check the final file by hand.
- Generate the main document from a template.
- Append supplied PDF files to the generated document.
- Keep the assembled output linked to the relevant request context.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docugenerate once in the Notis portal.
- 2Create an automation and describe the PDF to generate and which supplied PDFs to append.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one real policy request and review the merged PDF.
Questions about this workflow
Can this append any file type?
This action is for appending additional PDF files. Supply PDFs for the appended pages.
Does the workflow change the policy record?
No. It generates a document and does not update the policy in Agencyzoom.
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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