Build a client onboarding PDF with its supporting files
Turn parsed intake details and available supporting files into one onboarding PDF.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Why this helps
Client intake details and supporting documents are spread across files that are easy to overlook when assembling an onboarding pack.
- Bring intake details and supporting files together.
- Create a consistent onboarding document.
- Reduce manual file assembly.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to generate the onboarding PDF with the available intake data and supporting attachments.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real intake and check the PDF and included files.
Questions about this workflow
Will every file from the intake automatically be attached?
The workflow can only use supporting files available to it. State which files to include in the prompt and confirm them in the test.
What starts this workflow?
A Notis webhook starts it. Airparser does not expose an integration trigger event in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docugenerate. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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