Generate onboarding documents from webhooks
Turn incoming onboarding events into ready to use documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
New customer or contractor events often trigger manual document preparation.
- Respond to onboarding events quickly
- Use a consistent document format
- Reduce administrative follow up
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Docugenerate in Notis once if the workflow also references slide context.
- 2Create an automation named Webhook to onboarding document.
- 3Tell Notis to generate the onboarding document from each webhook payload using your template.
- 4Choose a Notis webhook trigger.
- 5Select a report channel and test with one real payload.
Questions about this workflow
What data can the webhook provide?
The workflow can use the fields included in the webhook payload and any connected context you mention.
Can this create one document per event?
Yes. Each webhook request can start a document generation run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docugenerate. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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