Generate a report PDF with appended pages
Make a complete report packet from CMS content and supplied PDF appendices.
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
Reports and supporting PDF pages have to be generated and merged in separate steps.
- Generate the main report and append supporting PDF files.
- Reduce manual merging between document steps.
- Keep the report and its appendix pages together.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and describe the report and appended PDF outcome in one instruction.
- 3Pick the webhook trigger and send the report content plus additional PDF files.
- 4Choose where run reports go, then test with one report and a real appendix PDF.
Questions about this workflow
Are the added files embedded as attachments?
No. This action generates a PDF and appends additional PDF files as pages.
Can it append non-PDF assets?
The action description specifies additional PDF files. Use that format for appended pages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docugenerate. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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