Confirm a template's details before generating documents
Look up the selected template's metadata at the point your workflow needs it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get template by ID
Retrieves a template’s details by ID.
Why this helps
A mistaken template choice can send a document task down the wrong path and create avoidable review work.
- Retrieve metadata for a specific template ID.
- See template name, format, region, and configuration settings.
- Make template review part of an existing request flow.
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 template's metadata Notis should retrieve for the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one request with a real template ID to test the workflow.
Questions about this workflow
What details can this action return?
It returns template metadata including name, format, region, and configuration settings.
Does the action update the template?
No. This action retrieves a template 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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