Keep credential document templates easy to review
Get a scheduled inventory of available Docugenerate templates and their metadata in your run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Template inventories become difficult to review when nobody remembers which document formats are available.
- Retrieve available template names and metadata on a schedule.
- Make template review easier to fit into a regular operations routine.
- Avoid manually opening templates just to check what exists.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the credential template review.
- 3Tell Notis to retrieve the available Docugenerate templates and summarize their names and metadata in the run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the workflow and confirm the report contains the template inventory.
Questions about this workflow
Does this action change templates?
No. It retrieves or lists existing templates and their metadata.
Does the inventory include certificates from Accredible?
The listed action retrieves Docugenerate templates. Accredible is connected as the source app, but this action does not modify or retrieve Accredible records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docugenerate. A trigger fires from one place; an action lands in another.
Accredible certificates 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
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Accredible certificates and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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