Keep template options easy to review
Get a recurring view of available templates before document work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Template choices can become hard to recall when document work is spread across multiple workflows.
- Retrieve or list existing templates and metadata.
- Review template availability on a recurring schedule.
- Keep template discovery in a predictable routine.
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 that Notis should retrieve the available templates for a recurring review.
- 4Choose the schedule trigger and select where run reports should go.
- 5Run one test to review the returned template information.
Questions about this workflow
Does this workflow change any templates?
No. It retrieves or lists template information for review.
Why include ActiveMerge in this pair?
ActiveMerge is the source app for this workflow package, but it has no native trigger events. This workflow uses Notis's schedule trigger.
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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