Prepare proposal recipients for follow-up
A webhook request can make sure the recipient exists in Feathery before you continue.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Fetch User
Tool to create a new user or fetch an existing one. Use when you need to ensure a user exists and get their SDK key.
Why this helps
Founders lose momentum when contact setup interrupts proposal work.
- Avoids duplicate contact setup
- Keeps follow-up preparation moving
Setup
Build it in a few focused steps.
- 1Connect Docugenerate and Feathery to Notis once.
- 2Ask Notis to create an automation for proposal recipient requests.
- 3Describe how Notis should create or fetch the matching Feathery user.
- 4Choose Incoming webhook and a reporting channel.
- 5Send one real proposal request to test it.
Questions about this workflow
Will this create duplicates?
The Feathery action creates a user or fetches an existing one.
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
Edit Feathery Account
Tool to edit an existing account’s role and permissions. Use when modifying account settings after confirming identity.
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.
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.
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.
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.
Delete Form
Tool to delete an existing form. Use when you need to permanently remove a form after confirmation.
Get form schema
Tool to retrieve the schema of a specific form. Use after confirming the form ID.
List Forms
Tool to list all forms in your Feathery account. Use when you need to view or filter available forms.
Connect any two apps with Notis in the middle.
Not just Docugenerate and Feathery. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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