Build PDFs with record details and attachments
Keep the record summary and its supporting files together in a generated 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
Important supporting files live beside the record, leaving you to assemble a complete PDF by hand.
- Combine record information with supplied files in one PDF.
- Reduce manual document assembly.
- Keep supporting material associated with the generated artifact.
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 with its supplied files embedded as attachments.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one record that includes a real attachment.
Questions about this workflow
Are attachments added automatically?
The webhook request needs to include or otherwise provide the files for the run. Test with the file inputs your setup supplies.
What if a record has no files?
Tell Notis how to handle records without attachments, such as generating the PDF without them or reporting that the record needs attention.
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
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