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Check templates before generating a document

Choose from the templates that actually exist before starting a generation run.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

Why this helps

A document request can fail or stall when the expected template ID is outdated.

  • Catch stale template references
  • Reduce failed generation runs
  • Make template selection clearer

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docugenerate once in Notis.
  • 2Create an automation that retrieves templates and reports the relevant IDs and metadata for the request.
  • 3Choose a webhook trigger and a report destination.
  • 4Test with one request that names a needed document type.

Questions about this workflow

Does this generate the document too?

This workflow checks and reports available templates so a later generation can use a confirmed template.

What if the expected template is missing?

The report can flag that the requested template was not returned.

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.

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

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

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.

0CodeKit and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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