Find the generated document without searching for it
Pass a known document ID into Notis and retrieve its metadata and download URL when a customer handoff needs the file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get document by ID
Retrieves a document’s details and download link by ID.
Why this helps
Searching manually for a previously generated file interrupts the CRM handoff and risks sending the wrong document.
- Retrieve metadata for a specific generated document.
- Return the document's download URL for the handoff.
- Avoid searching through document storage when the document ID is known.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docugenerate once in the Notis portal.
- 2Create a named workflow in Automations, New Automation.
- 3Tell Notis to retrieve the metadata and download URL for the document ID supplied with the CRM handoff.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real document ID and confirm the result refers to the intended file.
Questions about this workflow
Can this workflow search for a document by contact?
The listed action retrieves a document by ID. The webhook or your instruction must provide that ID.
What details does the lookup return?
It returns document metadata including name, format, template ID, and download URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docugenerate. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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