Find a generated campaign document from its ID
Use a webhook request with a document ID to retrieve its metadata and download link when you need a file quickly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get document by ID
Retrieves a document’s details and download link by ID.
Why this helps
Finding the right generated campaign file can require searching through old records and messages.
- Retrieve document details from a known ID.
- Make a generated file easier to locate on demand.
- Reduce manual searching for campaign documents.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the document metadata and download URL for the ID in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real generated document ID.
Questions about this workflow
Can this find a document without its ID?
This action retrieves a specific document by ID. Use the template document listing action when you need to find documents from a template.
Does this trigger run when ActiveTrail creates a document?
No. It runs when an HTTP request reaches Notis and includes the document ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docugenerate. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.