Keep address updates and their supporting records together
Put a verified address change in context with the related files, ready for a person to review before any record is changed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
Address updates can create uncertainty when the new details and supporting evidence are not collected in one place.
- Keep address updates beside their supplied supporting records.
- Make it easier to review a change before acting on it.
- Reduce the effort of assembling a packet from separate files.
Setup
Build it in a few focused steps.
- 1Connect Data247 and Docugenerate to Notis once in the portal.
- 2Create the automation through the portal or ask Notis conversationally.
- 3Give one instruction to generate an address-change PDF from webhook-supplied verified details and embed the supplied supporting files.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real update example and review the PDF before changing any records.
Questions about this workflow
Does this change a customer's saved address?
No. It creates a document for review; it does not update customer records.
What files can be included?
The selected action embeds supporting attachments supplied for the workflow in the generated PDF.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Data247 to Docugenerate. A trigger fires from one place; an action lands in another.
Data247 triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Update Template
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Connect any two apps with Notis in the middle.
Data247 and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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