Give a generated client document a clear name
When a document needs a clearer title, send its confirmed ID and intended name through a Notis webhook to update its metadata.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Renames an existing generated document.
Why this helps
Generic file names make it harder to find the right client document when work is moving quickly.
- Make existing documents easier to identify.
- Use a consistent naming convention.
- Avoid searching through generic document names.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation in Notis, or tell Notis in plain language from any channel.
- 3Describe the outcome in one instruction: update the document metadata using the confirmed document ID and requested name.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real document ID and a confirmed new name.
Questions about this workflow
What does this action update?
The action updates a document's metadata. It does not create a new document.
Why must the document ID be confirmed?
The action operates on an existing document. Provide and confirm its ID before requesting a metadata change.
Can Notis find the document by client name?
The available action description specifies updating after confirming the document ID. Supply that ID in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docugenerate. A trigger fires from one place; an action lands in another.
Abstract triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Delete template
Update Document
Renames an existing generated document.
Get document by ID
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Abstract and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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