Turn a document request into a generated contact PDF
Send Notis an HTTP request with the contact context and document request. Notis can use that input to generate a Docugenerate document and report the result.
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
Repeated document requests can interrupt focused work and leave people waiting for a file that should be routine.
- Start document generation from an HTTP request.
- Use request data to personalize the generated document.
- Receive document metadata with a download URL.
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 from the contact data and instructions supplied with each request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real example request and review the generated document.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it.
Where does the contact data come from?
The webhook request should provide the data Notis needs. Any missing context must be supplied separately.
Can the generated file be delivered automatically?
This action returns document metadata including a download URL. A separate delivery step would be needed to send it elsewhere.
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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