Combine a recurring document and its extra PDF pages
For routine packets, schedule a run that generates the main PDF and appends the extra PDFs available for that run into one file.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Recurring packets take extra time when someone has to join the main document and supporting pages by hand.
- Prepare recurring combined PDFs on a schedule.
- Append extra PDF files as pages to the generated document.
- Keep routine packets together in one output.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate and the relevant data source once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what PDF to generate and which additional PDFs to append as pages at each run.
- 4Pick a Notis cron trigger and choose the recurring schedule and report destination.
- 5Test one real run and inspect the merged pages.
Questions about this workflow
Where do the extra PDFs come from?
They must be available to the scheduled run through a connected source or supplied data.
Does this embed files as attachments?
No. This action appends PDF pages to the generated PDF.
What if the main document needs different information each time?
Make sure the scheduled data source provides the values and describe how Notis should use them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docugenerate. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Contact Created Trigger
Contact Created Trigger
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
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Connect any two apps with Notis in the middle.
Hubspot and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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