Create a PDF report with its supporting attachments
Send the report data and relevant files in one request, then generate a document package that keeps them together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
Reports and their supporting files often end up separated across inboxes and folders.
- Keep supporting files with the generated PDF.
- Start document creation from an external request.
- Reduce manual assembly of report packages.
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 and supplied files to generate a report PDF with embedded attachments from your template.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real request containing report data and a suitable attachment.
Questions about this workflow
What happens if the request has no attachment?
The action is intended for a PDF with embedded attachments. Include the required files in the request or have your instruction flag the missing file for review.
Does this append pages from another PDF?
This action embeds attachments. For appending additional PDF pages to the generated PDF, use the separate generate document with merge action.
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.
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.
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.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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