Keep generated document names clear
Correct a document's name when your workflow has confirmed which file needs updating.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Renames an existing generated document.
Why this helps
Unclear document names make it harder to recognize the right file when returning to a client workflow later.
- Update the metadata of an existing document.
- Use a confirmed document ID to target the right file.
- Make names easier to recognize in later reviews.
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 the new name and the confirmed document ID that should be updated.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one request for a real document you intend to rename.
Questions about this workflow
Can Notis rename a file when the document ID is unknown?
No. Confirm the document ID before asking Notis to update its metadata.
Does this edit the document contents?
The action updates document metadata; it is not described as changing the document's content.
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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