Start vendor onboarding with validated contact details
Create the same clear onboarding packet each time a new vendor's contact information is checked.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Vendor setup can stall when contact details need another check or onboarding documents are assembled inconsistently.
- Give each vendor a consistent onboarding document.
- Lower the chance of transcribing a contact detail incorrectly.
- Move from validation to onboarding with fewer manual steps.
Setup
Build it in a few focused steps.
- 1Connect Data247 and Docugenerate to Notis once in the portal.
- 2Create an automation through the portal or ask Notis to make it in conversation.
- 3Describe the outcome in one instruction: use webhook-supplied validated vendor details to generate the vendor onboarding packet from a selected template.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real vendor record and check the packet before sharing it.
Questions about this workflow
What does the webhook need to contain?
It should provide the validated vendor details that you want Notis to use in the document.
Does the workflow submit the packet to the vendor?
This action generates the document and returns its metadata, including a download URL. Delivery is not part of the listed action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.