Prepare a recurring document package with its attachments
Set a schedule for routine reporting or paperwork. Notis can generate the PDF and embed the supporting files you make available to each run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Repeatedly gathering a document and its supporting files creates small but frequent interruptions.
- Automate recurring document package preparation.
- Keep supporting files embedded with the generated PDF.
- Reduce repeated file assembly work.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate and the data source for your document 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 available files to embed at each run.
- 4Pick a Notis cron trigger and choose the recurring schedule and report destination.
- 5Test one real run and confirm the document and attachments are correct.
Questions about this workflow
Can it include files from each run?
Yes, when the files are available to Notis. Specify where they come from or provide them to the workflow.
Does the action append PDF pages?
It embeds files as attachments. Use the merge action to append additional PDF pages.
Can I vary the document each run?
Yes, if the data and files available to each run provide the needed values.
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.
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.
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.
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.
Hubspot and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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