Create client documents from AnyDB records
Send a record to Notis and generate the document it needs, without retyping its details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Client information is already in your database, but copying it into a document template creates extra work and invites errors.
- Create a document from structured record details.
- Reduce manual copying between your database and a template.
- Receive document metadata and a download URL.
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 use each incoming AnyDB record to generate the appropriate client document from your chosen template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real record and review the generated document.
Questions about this workflow
How does the record reach Notis?
The webhook starts the automation when an HTTP request containing the record data is sent to it.
Can Notis choose the right template?
Describe your template choice in the instruction. Supply any selection rules that are not present in the record.
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.
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.
AnyDB 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.