Bring customer onboarding details and files together
Start an onboarding handoff with one document containing the verified details and supplied supporting files.
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
New customer onboarding can lose momentum when contact details and documents need to be gathered from different places.
- Bring supplied onboarding files together with customer details.
- Make the first handoff easier to review.
- Reduce time spent assembling the same packet manually.
Setup
Build it in a few focused steps.
- 1Connect Data247 and Docugenerate to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Write one instruction to generate an onboarding PDF with supplied supporting files embedded when a webhook provides verified customer details.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real customer example and review all pages and attachments.
Questions about this workflow
Can this action include files in the PDF?
Yes. The selected action generates a PDF with embedded attachments supplied for the workflow.
Does it start when a Data247 lookup finishes?
A connected system or custom backend must send the lookup results to the Notis webhook.
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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