Prepare client onboarding packets from AnyDB
Start onboarding with a packet built from the client information you already keep in AnyDB.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
New clients can wait while someone gathers their details and assembles the same onboarding materials again.
- Prepare a consistent packet for each new client.
- Use client details available to Notis from AnyDB.
- Keep the generated PDF link with the workflow report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Documint once in the Notis portal.
- 2Create an automation with one instruction describing the onboarding packet and the client data to use.
- 3Pick the notis_webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real client record and the intended template.
Questions about this workflow
Can the packet include custom client details?
Yes. Tell Notis which available AnyDB details to use and use a Documint template that accepts the corresponding variables.
Does AnyDB start the workflow directly?
No AnyDB trigger event is listed for this setup. A Notis webhook starts the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Documint. A trigger fires from one place; an action lands in another.
AnyDB triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
AnyDB and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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