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Combine generated documents with supporting PDFs

Create a complete packet from a record and its existing PDF materials in one run.

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

Combining a generated form with existing PDF pages adds a manual finishing step that can be missed.

  • Create a template-based PDF and append supporting PDF files.
  • Reduce manual merging before delivery.
  • Keep related pages in one generated document.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Docugenerate once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to generate a PDF from each incoming record and append its supplied supporting PDFs.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one record and review the page order in the resulting PDF.

Questions about this workflow

Can I control the order of appended PDFs?

Include the desired ordering rule in your instruction and make sure the incoming data identifies the files in that order.

Can this append non-PDF files?

This action is for appending additional PDF files. Use the attachment-generation action for a workflow that embeds extra files.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AnyDB 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

Generates documents by merging data into a template.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Document

Permanently deletes a document from storage.

ActionInstant

Delete template

Permanently deletes a template and all its stored versions.

ActionInstant

Update Document

Renames an existing generated document.

ActionInstant

Get document by ID

Retrieves a document’s details and download link by ID.

ActionInstant

Get or list templates

Retrieves or lists existing templates.

ActionInstant

Get template by ID

Retrieves a template’s details by ID.

ActionInstant

Update Template

Updates a template’s file and settings.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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