Apply a final label before delivery
Make the final file obvious at the moment it leaves your workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Last minute delivery errors happen when draft and final files have nearly identical names.
- Reduce draft mixups
- Improve client handoffs
- Create a clear final state
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docugenerate once in Notis.
- 2Create an automation that updates the confirmed document name with the final delivery label.
- 3Choose a webhook trigger and a report destination.
- 4Test with one confirmed document ID before delivery.
Questions about this workflow
When should this run?
Run it after approval and before sending the document.
What does it update?
It updates the document metadata, such as its name, without changing content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docugenerate. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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