Combine campaign results and PDF appendices
Turn submitted campaign details into a PDF and append the relevant PDFs in the same workflow.
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
Reviewers have to switch between the campaign summary and separate PDF references to understand the full picture.
- Combine a generated campaign report with supplied PDF pages.
- Reduce file switching during review.
- Create one shareable output for the submitted campaign.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to generate a campaign PDF and append the submitted supporting PDFs.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real campaign payload and the PDFs to append.
Questions about this workflow
Can this append any kind of file?
This action is for appending additional PDF files to the generated PDF.
What happens if supporting PDFs are not supplied?
The workflow has no source for them. Include the files in the webhook request or describe the missing materials in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docugenerate. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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