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Notis

Build a single PDF from a document request and extra pages

When a request needs a main document and extra pages, Notis can direct Docugenerate to generate the PDF and append the supplied files.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

People lose time combining contract pages and supporting PDFs after the main document has already been created.

  • Start a combined document run from an HTTP request.
  • Append supplied PDF files as extra pages.
  • Keep related PDF content together in one output.

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 supplied PDFs to append as pages.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real example request and review the merged PDF.

Questions about this workflow

Does the workflow attach files or merge their pages?

It appends additional PDF files as pages to the generated PDF.

Where should extra PDFs be provided?

Make the PDFs available in the request or another source the automation can access.

Can this run without a webhook?

Yes. A schedule or a listed HubSpot event can start a workflow when it fits the use case.

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

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