Find recent documents from a specific template
Bring the latest outputs from a template into view when an ActiveMerge process needs them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
Finding the right generated document later can mean searching through storage and revisiting old workflow context.
- List documents generated from a specific template.
- See results ordered by creation time, newest first.
- Retrieve a recent document list in response to a request.
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 generated documents Notis should retrieve.
- 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
How are the results ordered?
Documents are ordered by created time in descending order.
Can this action retrieve an individual document by its ID?
No. Use the get document by ID action when you have a specific document 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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