Update a template after confirming the exact template
Send a confirmed template ID and the intended update through a webhook, then let Notis apply the specified file and settings changes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s file and settings.
Why this helps
Template changes are easy to misapply when the intended file, settings, and template are not confirmed together.
- Apply a clearly specified template change.
- Keep the target template explicit.
- Reduce repeated navigation for routine updates.
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 confirmed template ID with the supplied file and settings changes.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real template ID and an approved sample change.
Questions about this workflow
What is required before updating?
Confirm the template ID and specify the desired file and settings changes.
Can this discover the template ID?
The update action requires a confirmed ID. Use the list templates action to retrieve template IDs and metadata when needed.
Does this generate a document?
No. It updates the template's file and settings. Use a separate generation action to create documents from a template.
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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