Turn prepared proposal content into a client PDF
Send prepared proposal content and the needed client details to Notis, then have Documint generate the proposal document from your template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
A promising proposal can lose momentum while you manually transfer prepared content into a client-ready document.
- Move prepared proposal content into a document workflow
- Generate from a consistent proposal template
- Reduce delay between drafting and sharing
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Documint once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome you want from any channel.
- 3In one instruction, ask Notis to use the supplied proposal content and client details to generate a Documint PDF.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can the automation fill in missing client details?
It can only use information supplied in the request or returned by an available source. Provide any details the proposal template requires.
How long is the generated PDF link available?
The Create Document action returns a generated PDF URL that is valid for 24 hours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Documint. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Ai ml api and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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