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Notis

Create compliance packets from webhook requests

Collect structured data and evidence files into a single reviewable PDF.

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

Compliance reviews stall when intake data and evidence files arrive separately.

  • Keep evidence with its summary
  • Reduce manual packet assembly
  • Create repeatable review artifacts

Setup

Build it in a few focused steps.

  • 1Connect Docugenerate in Notis.
  • 2Create an automation named Webhook compliance packet.
  • 3In one instruction, define the PDF content and explain which incoming files should be embedded.
  • 4Select a Notis webhook trigger and configure your sending system to call it.
  • 5Send one real request with representative evidence and inspect the PDF.

Questions about this workflow

Can the webhook include files?

It can provide file references or supported uploads that the automation can pass to Docugenerate.

What if evidence is missing?

The generated packet should identify missing evidence for review instead of fabricating it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Docugenerate. A trigger fires from one place; an action lands in another.

Zendesk 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

New User Created

Triggered when a new user is created in Zendesk.

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

Zendesk and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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