Refresh operations forms quarterly
Keep recurring forms aligned with the process your teams use today.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
Operational forms drift from current procedures when updates depend on someone remembering to edit them.
- Keep forms aligned
- Reduce stale instructions
- Make approved changes repeatable
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docugenerate in Notis once.
- 2Create an automation named Quarterly Form Refresh.
- 3Tell Notis to confirm the template ID and apply the approved quarterly file or settings update.
- 4Choose notis_cron, set the quarterly schedule and report channel, then test with one approved refresh.
Questions about this workflow
Can this update settings as well as the file?
Yes. Action 5823 supports both template file and settings updates.
How are changes approved?
Provide the approved change details in the automation instruction before the scheduled run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docugenerate. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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