Find a suitable document template before generating reports
Check the templates you already have and review their metadata before settling on a format for Ably reports.
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
Choosing a template without knowing what is available can lead to extra setup and repeated document revisions.
- Retrieve or list existing templates.
- Review template metadata before generating documents.
- Avoid guessing at a template ID.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to list available templates and return the metadata relevant to an Ably report format.
- 4Pick the webhook trigger, then choose where run reports should go.
- 5Test with one real request and use the returned metadata to choose a template.
Questions about this workflow
Does this automation generate the Ably report too?
No. It retrieves or lists existing template information so you can choose a template before a separate generation workflow.
Does it change a template?
No. This workflow only retrieves or lists templates and their metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docugenerate. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docugenerate.