Find a template before creating an ad report
Check which report templates are available when a new research request comes in.
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
Report creation can stall when the right template ID or format is unclear.
- Surface available template details for a report request.
- Reduce guesswork before document generation.
- Keep template selection grounded in actual Docugenerate results.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Find the Right Template for an Ad Report.
- 3In one instruction, ask Notis to use Docugenerate to list templates relevant to the requested Adyntel report and return their available names and metadata for review.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real report request and confirm the returned template details are clear.
Questions about this workflow
Does this workflow create a report?
No. It retrieves or lists templates so you can identify an available template before creating a report.
Can it choose a template automatically?
You can ask Notis to recommend among the returned templates based on their metadata, but confirm that the chosen template exists and suits the intended report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Docugenerate. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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