Create proposal PDFs from AnyDB deal records
Start a webhook and let Notis turn the deal details you provide into a proposal PDF.
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
Proposal details live in a database, but assembling and sending each document adds another manual step.
- Create a proposal from current deal information.
- Reduce copying details between tools.
- Get a PDF link in the run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Documint once in the Notis portal.
- 2Create an automation and describe how to build a proposal from the deal data received or retrieved from AnyDB.
- 3Pick the notis_webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real deal and a Documint template.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the workflow. AnyDB does not provide a trigger event here.
What does Documint return?
The Create Document action returns a PDF URL that is valid for 24 hours.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.