Generate an intake document from a webhook
Connect your intake service to a reliable document output without adding another manual step.
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
Structured handoff data still needs to be turned into a polished document before the team can use it.
- Connect external intake to document output
- Keep formatting consistent
- Reduce copy and paste work
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate in Notis.
- 2Create an automation named WhatsApp intake document.
- 3Tell Notis to merge the webhook data into the selected Docugenerate template.
- 4Choose a Notis webhook as the trigger.
- 5Select a report channel and test with one real handoff payload.
Questions about this workflow
Does the webhook replace the TimelinesAI trigger?
It provides an alternative start when another service has already packaged the WhatsApp data.
What if the payload is incomplete?
Tell Notis to identify missing values and return a review report instead of inventing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docugenerate. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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.
Timelinesai and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docugenerate.