Create service agreement PDFs from AnyDB
Turn the agreement details you have into a document ready for review and delivery.
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
Recreating agreement documents from scattered client and deal details creates avoidable delays and mistakes.
- Prepare agreements using available client and service details.
- Reduce repeated document assembly.
- Keep the generated PDF URL in the run report for review.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Documint once in the Notis portal.
- 2Create an automation and describe how to prepare the agreement from available record data.
- 3Pick the notis_webhook trigger.
- 4Choose where run reports should go.
- 5Test using one real record and review the resulting PDF.
Questions about this workflow
Does this workflow approve or sign agreements?
No. It creates a PDF from the selected template and provided data. Review and signature steps remain your process.
What is needed to generate the PDF?
A Documint template and JSON data with the template variables, based on information available from AnyDB.
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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