Know which document templates are available
Get a regular view of your available Docugenerate templates before the next campaign or customer document run.
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
Searching for the right template during a time-sensitive campaign adds avoidable interruptions and uncertainty.
- Retrieve template metadata for review before document generation.
- Pair the inventory with campaign context supplied to the automation.
- Use a recurring run to make template discovery part of routine preparation.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docugenerate once in the Notis portal.
- 2Create a named automation from Automations, New Automation.
- 3Tell Notis to retrieve the available Docugenerate templates and summarize their metadata for the supplied campaign context.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real campaign context and confirm the template summary is useful.
Questions about this workflow
Does the template list include campaign-specific usage history?
The listed action retrieves or lists templates and their metadata. It does not promise campaign usage history, so provide any such context separately.
Can this automation update templates?
This workflow reviews template metadata. Updating a template is a separate action and requires a confirmed template ID and desired changes.
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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