Create a proposal PDF from an AnyDB client brief
Turn the brief into a proposal you can review and send, without rebuilding it in a document editor.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Proposal details are scattered across database records, and assembling them into a presentable document takes time away from client work.
- Convert supplied brief content into a shareable PDF.
- Use one plain-language instruction to set the proposal structure and tone.
- Keep document creation in the workflow you already use.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and DocRaptor once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to turn the supplied client brief into a polished proposal PDF using DocRaptor.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real brief and review the returned PDF.
Questions about this workflow
Does this run automatically when an AnyDB record changes?
AnyDB has no trigger events listed here. This workflow starts when its Notis webhook receives a request.
What should the webhook request include?
Include the brief details Notis needs to write the proposal, such as scope, deliverables, pricing, and timeline. The workflow cannot infer details that are not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to DocRaptor. A trigger fires from one place; an action lands in another.
AnyDB triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
AnyDB and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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