Skip to content
Notis

Generate and package a batch of documents from one request

When a batch is ready, send the data to Notis in one HTTP request. Docugenerate can create the documents and package them together as a ZIP.

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

Generating a group of similar documents one by one turns a single admin task into repeated context switching.

  • Start a batch from one webhook request.
  • Generate multiple documents from supplied batch data.
  • Retrieve the resulting files in a ZIP archive.

Setup

Build it in a few focused steps.

  • 1Connect Docugenerate once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis what document to generate for each record in the webhook batch and how to package the outputs.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real batch request and confirm the ZIP contains the expected documents.

Questions about this workflow

What data should the request include?

Include each record and any document details needed by the template. Notis cannot fill in missing fields that are not supplied or returned.

What is the output?

Docugenerate bulk generates the documents and packages them into a ZIP archive.

Can the trigger be scheduled instead?

A Notis cron trigger is another valid choice when a recurring schedule should start the batch.

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.

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

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.