Create intake documents from webhook data
Send one payload and get a consistent intake document without a manual copy and paste 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
Inbound requests arrive in different formats, so someone has to normalize them before work can start.
- Standardize inbound requests
- Start review faster
- Keep a durable document record
Setup
Build it in a few focused steps.
- 1Connect Docugenerate in Notis once.
- 2Create an automation that turns each webhook payload into an intake document using your chosen template.
- 3Pick a Notis webhook trigger and copy its endpoint into the sending system.
- 4Choose a report channel, then send one real payload to test it.
Questions about this workflow
What must the webhook include?
Include the fields your template requires. If a value is unavailable, define how Notis should flag it.
Can the sender include files?
Yes, when the webhook or connected source makes the files available to Notis. Otherwise provide them separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docugenerate. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist 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.