Check the template before the next document run
Review a known template's current settings as part of your campaign preparation routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get template by ID
Retrieves a template’s details by ID.
Why this helps
A template with unfamiliar settings can slow a campaign launch when the first document is already due.
- Retrieve metadata for a specific template before a document run.
- Review its format, region, and configuration settings.
- Make readiness checks part of a recurring campaign routine.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the campaign readiness check.
- 3Tell Notis to retrieve and summarize settings for the confirmed Docugenerate template ID.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template ID and verify the settings summary.
Questions about this workflow
Can the action find the template ID for me?
This action retrieves a specific template by ID. Use the list templates action to discover available template IDs.
Does the workflow change template settings?
No. It retrieves template metadata and settings for review.
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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