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Notis

Review applicant details before preparing documents

One request brings the relevant stored data into the document preparation flow.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get All User Data

Tool to retrieve all stored data fields for a user. Use when you need to fetch all field entries associated with a specific user.

Why this helps

Gathering details from multiple places causes preparation mistakes and distraction.

  • Reduces information chasing
  • Supports more confident preparation

Setup

Build it in a few focused steps.

  • 1Connect Docugenerate and Feathery to Notis once.
  • 2Create an automation for applicant data requests.
  • 3Write an instruction to retrieve all stored Feathery data for the requested user.
  • 4Select Incoming webhook and a reporting channel.
  • 5Test using one real applicant record.

Questions about this workflow

Does it change user data?

No. This action retrieves stored user fields for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Docugenerate to Feathery. A trigger fires from one place; an action lands in another.

Docugenerate triggers

Feathery actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Edit Feathery Account

Tool to edit an existing account’s role and permissions. Use when modifying account settings after confirming identity.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Account Info

Tool to get your Feathery team name and list of accounts. Use when you need to fetch your team's account info.

ActionInstant

Fill or sign document template

Tool to fill or sign a Feathery document template. Use when you need to generate a completed or signed document file after mapping template fields.

ActionInstant

List Document Envelopes

Tool to list generated document envelopes by document or user ID. Use when you need to retrieve envelope records for auditing or tracking.

ActionInstant

Create hidden field

Tool to create a new hidden field in a form. Use when you need to add a non-visible field after confirming you have a unique field_id.

ActionInstant

Delete Form

Tool to delete an existing form. Use when you need to permanently remove a form after confirmation.

ActionInstant

Get form schema

Tool to retrieve the schema of a specific form. Use after confirming the form ID.

ActionInstant

List Forms

Tool to list all forms in your Feathery account. Use when you need to view or filter available forms.

ActionInstant

Connect any two apps with Notis in the middle.

Docugenerate and Feathery, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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