Look up a generated document when you have its ID
Retrieve the details of a specific generated document without searching through its history.
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 document ID can be difficult to act on if you must leave your workflow to find the file's details.
- Retrieve metadata for a specific document ID.
- See the document name, format, template ID, and download URL.
- Keep a lookup request connected to the workflow that supplied the ID.
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 document ID to look up and what details to return.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one request with a real document ID to test the workflow.
Questions about this workflow
What information does the lookup return?
It returns document metadata including name, format, template ID, and download URL.
Does this generate a new document?
No. It retrieves details for an existing document by ID.
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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