Remove a template your team has retired
Route an explicit template retirement decision to the place where the template is stored.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete template
Permanently deletes a template and all its stored versions.
Why this helps
Retired templates can remain available long after a workflow has confirmed they should no longer be used.
- Permanently delete a template by ID.
- Remove the template and its associated versions together.
- Carry a confirmed retirement decision through to the template store.
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 confirmed template ID and retirement decision for the template to delete.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one template that is approved for permanent deletion.
Questions about this workflow
What does deleting a template remove?
It permanently removes the template and all associated versions from storage.
What should be checked first?
Confirm the template ID and the retirement decision because the action is permanent.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.