Create a merged closeout file from an archived card
Finish a project with one closeout file that combines the card summary and supporting PDFs.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
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
Completion records are fragmented across separate documents, making later review slow and uncertain.
- Simplify project archiving
- Preserve supporting evidence
- Create a dependable handoff record
Setup
Build it in a few focused steps.
- 1Connect Trello and Docugenerate once.
- 2Create an automation asking Notis to generate a closeout report from the archived card and append supplied PDFs.
- 3Pick Card Archived Trigger for the chosen board.
- 4Choose the report channel and test with one archived project.
Questions about this workflow
What files should be appended?
Specify the available completion files in the automation prompt. The workflow cannot infer documents that are not supplied by the event or user.
Can the merged file be renamed?
The merge action creates the output. Use the Update Document action separately if you need to rename an existing document after confirming its ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docugenerate. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
New Card Trigger
Triggered when a card is created in the specified board
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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