Choose a suitable document template from each request
Send a request with its document purpose and supplied details. Notis can check the data with Addressfinder and retrieve available Docugenerate templates to help identify a suitable match.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Searching template lists and checking request details separately adds friction before document work can even begin.
- Retrieve template names and metadata during request handling.
- Check supplied address and contact information as part of the same workflow.
- Reduce time spent switching between intake details and template lists.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Docugenerate once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3Describe how Notis should check request details and retrieve templates to identify a suitable option.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the template information returned.
Questions about this workflow
Does this workflow generate a document?
This workflow retrieves or lists templates. To generate a document, use a separate workflow with a document generation action.
How does Notis know which template is suitable?
Include the document purpose or selection rules in your instruction. The workflow can use returned template metadata, but it cannot infer criteria you have not supplied.
Does Addressfinder start the webhook?
No. Addressfinder exposes no trigger events here. An HTTP request starts the Notis webhook workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docugenerate. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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