Update a Docugenerate template after sign-off
Move approved template changes into production without a separate admin handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
Template revisions sit in limbo when the person who approved them is not the person who updates the system.
- Shorten revision handoffs
- Keep approved templates current
- Reduce manual portal work
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docugenerate once in Notis.
- 2Create an automation that updates the confirmed template with the approved file and settings.
- 3Choose a webhook trigger and select a report channel.
- 4Test with one approved revision and confirm the resulting template metadata.
Questions about this workflow
What must be confirmed before updating?
Confirm the template ID and the desired file or settings inputs.
Can this update both a file and settings?
Yes. The action supports updating a template's file and settings.
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.
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Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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