Create invoice PDFs with the right supporting pages
Bring the invoice and its supplied supporting pages together in a single PDF for a cleaner monthly handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with merge
Why this helps
Invoices and their supporting pages can end up in separate files, creating extra work during monthly close.
- Combine a generated invoice document with additional PDF pages.
- Prepare a recurring monthly document batch from Agiled information.
- Keep a run report for checking completed document generation.
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, specify the invoice information and additional PDF files available for the generated document.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with one real invoice and confirm the appended pages.
Questions about this workflow
Does this workflow retrieve invoice data automatically?
It can use information returned or supplied to the workflow. Specify the invoice details and any source needed; unavailable fields must be provided.
What files can be appended?
The merge action appends additional PDF files to the generated PDF. Make those files available to the workflow.
Can I review each run?
Choose a report channel during setup, then review the run report and output after the schedule runs.
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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