Skip to content
Notis

Create a document packet from an Airtable request

Send a request to Notis and create a generated PDF that brings together Airtable details and supporting files for the work at hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

Why this helps

Airtable records and reference files often sit in separate places when someone needs a complete packet.

  • Start document creation from an HTTP request
  • Bring supporting files into the PDF output
  • Use supplied Airtable context in the generated document

Setup

Build it in a few focused steps.

  • 1Connect Airtable and Docugenerate once in the Notis portal.
  • 2Create a new automation and describe the document packet to generate.
  • 3Tell Notis to use the request context and Airtable details, then generate a PDF with the supplied attachments.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test by sending one real request with sample context and attachment files.

Questions about this workflow

Does the webhook automatically include Airtable records?

No. Specify how Notis should access the relevant Airtable context, and ensure the request or connected data provides it.

What files can be attached?

Use files supported by the connected Docugenerate action and made available to the automation. Verify the output with a real sample.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Docugenerate. A trigger fires from one place; an action lands in another.

Airtable triggers

Docugenerate actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate documents as ZIP

Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Generate document with merge

Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

Connect any two apps with Notis in the middle.

Airtable and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.