Create one PDF package from a document request
Use a webhook request to tell Notis what document to create and which available files belong with it. Docugenerate can generate a PDF with those attachments embedded.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Preparing a document package by hand means tracking both the primary file and every supporting attachment.
- Start an attachment-ready document run from an HTTP request.
- Keep specified files embedded with the generated PDF.
- Cut time spent assembling related materials by hand.
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 and which files supplied with each request should be embedded.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real example request and inspect the PDF and its attachments.
Questions about this workflow
Can a webhook include files?
The workflow can use files available to Notis from the request or connected data. Confirm the files are available in the real example.
Does this append PDF pages?
No. This action embeds files as attachments. Use the merge action to append additional PDF pages.
What should happen if a file is missing?
Tell Notis how to handle missing inputs in the instruction, and provide any required file through the request.
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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