Collect the week's validated contact documents in one bundle
Set aside one predictable review window with a single archive of the contact documents prepared during the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Validated contacts accumulate across the week, making it easy to postpone review or lose track of which records are ready.
- Gather a batch of generated documents into one archive.
- Create a regular point to review validated contacts.
- Avoid opening and organizing each document one at a time.
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 set one up conversationally.
- 3Use one instruction to generate documents in a ZIP from the validated records provided to Notis by your connected process.
- 4Select a recurring schedule, such as weekly, and choose a channel for run reports.
- 5Test with one real batch and confirm the archive contents.
Questions about this workflow
Does the schedule run a Data247 lookup by itself?
No. Arrange for your connected process to provide the relevant validated records to Notis; the schedule starts the document workflow.
Why use ZIP generation?
It packages multiple generated documents into a single archive for convenient batch review.
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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