Generate vendor onboarding documents from CMS guidance
Reuse current onboarding instructions in a document your new vendors can follow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
The same onboarding information gets assembled repeatedly, making updates easy to miss.
- Reuse current onboarding guidance from the CMS.
- Create a consistent document for each onboarding instance.
- Avoid rebuilding onboarding materials from scratch.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and describe the vendor onboarding document outcome in one instruction.
- 3Pick the webhook trigger and send the relevant guidance and vendor details.
- 4Choose where run reports go, then test with one real onboarding case and a DocuGenerate template.
Questions about this workflow
Can it personalize the document for a vendor?
Yes. Provide the vendor details needed by the template in the webhook request.
Will it send the document to the vendor?
The listed action generates a document and returns a download URL. It does not send the file to a recipient.
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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