Build onboarding PDFs with the files clients need
Bring an onboarding document and its supporting files together in one PDF, using details from your Agiled project.
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 onboarding can stall when instructions and supporting files are gathered and sent separately.
- Combine onboarding content and supporting files in one generated PDF.
- Reduce separate file-gathering steps before a client handoff.
- Start the document workflow from an HTTP request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, describe the onboarding PDF to generate and identify the supporting files available to the workflow.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real onboarding request and confirm the PDF and attachments.
Questions about this workflow
Where do the attachments come from?
They must be available to the workflow through the request or connected data. The action embeds supplied files; it does not find missing files on its own.
Can this include information absent from Agiled?
Provide any missing onboarding details in the webhook request or instruction. Notis cannot infer unavailable information.
What starts the automation?
An HTTP request starts it through the notis_webhook trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docugenerate. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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