Bring a generated document's download details into view
Retrieve the file information your next workflow step needs from a known document ID.
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
A generated file is less useful when its download details are buried in another system or run.
- Get a download URL for a specific document ID.
- Retrieve name, format, and template metadata.
- Keep file lookup close to the workflow that needs it.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which known document ID to retrieve and where its details are needed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one request with a real document ID to test the lookup.
Questions about this workflow
Does this create or modify a document?
No. It retrieves metadata for an existing document by ID.
What if the request does not include a document ID?
Supply the specific ID in the request so Docugenerate can look up the intended document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docugenerate. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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