Apply a confirmed update to a document template
Turn a reviewed template change into a clear update request connected to your workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s file and settings.
Why this helps
Template revisions can be easy to miss when the request and the place where the template lives are separate.
- Update a template's file and settings.
- Use a confirmed template ID and requested changes.
- Keep template revision requests tied to a workflow.
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 the intended file and settings changes.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one reviewed update request for a real template.
Questions about this workflow
What must be confirmed before using this action?
Confirm the template ID and the desired file and settings changes before requesting an update.
Does the action create a new template?
No. It updates an existing template.
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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