Keep contact validation and related records in one PDF
Create a compact audit document that brings contact-validation details and existing supporting PDFs together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Why this helps
When validation details and supporting records are separated, routine reviews require extra searching and context rebuilding.
- Keep validation details with the related records.
- Make routine customer-file reviews more straightforward.
- Reduce the risk of overlooking a supplied supporting PDF.
Setup
Build it in a few focused steps.
- 1Connect Data247 and Docugenerate to Notis once in the portal.
- 2Create the automation in the portal or ask Notis in plain language.
- 3Write one instruction for generating a validation summary PDF from webhook data and appending the supplied supporting PDFs.
- 4Choose an incoming webhook trigger and select a channel for run reports.
- 5Test with one real example that includes a supporting PDF, then review the merged result.
Questions about this workflow
What does the merge action do?
It generates a PDF and appends additional PDF files supplied for the workflow.
Can it retrieve old customer files automatically?
The listed action appends supplied PDFs. Provide the needed files through the webhook or another connected process.
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.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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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