Bundle a generated PDF with its supporting files
Create a document package that keeps a generated PDF and its supplied supporting files together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
The main document and supporting materials can end up separated across messages and folders.
- Keep supplied supporting files with the generated PDF.
- Start the process from a simple HTTP request.
- Use a consistent template and attachment process.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation named Webhook to PDF with attachments.
- 3Tell Notis to generate a PDF from your chosen template and include the attachment files supplied in the webhook request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real request and a sample attachment, then review the output.
Questions about this workflow
Where do the attachments come from?
The webhook request must supply the files or references Docugenerate can use. This workflow does not fetch files from Agent mail.
What does the generated output include?
The selected Docugenerate template produces the PDF, with the supplied files embedded as attachments according to the action's supported behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docugenerate. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New Email Received
Trigger for new emails in an AgentMail inbox
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Agent mail and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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