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Notis

Generate a batch of customer certificates in one ZIP

Send a structured request to Notis and collect a batch of generated certificates in one archive.

Trigger

Webhook received

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

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

Preparing certificates one at a time turns a simple batch request into repeated document work.

  • Generate multiple documents in one batch.
  • Keep a related set of certificates together in an archive.
  • Reduce repeated template generation for recurring batch requests.

Setup

Build it in a few focused steps.

  • 1Connect Docugenerate once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation and add a name and prompt.
  • 3Tell Notis to use the request data to generate the specified customer certificates as a ZIP from your template.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test by sending one real request with a small batch of certificate data.

Questions about this workflow

What starts this workflow?

A Notis webhook starts it when an HTTP request is sent to the automation's webhook trigger.

What should the request include?

Include the data needed by your template for each certificate. Tell Notis how to interpret the request, and avoid relying on information that is not supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail triggers

Docugenerate actions

Recurring trigger

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

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

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.

ActionInstant

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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