Retrieve a generated report when someone asks for it
Turn a document ID into the file details needed for a quick handoff.
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 a generated report can take longer than the original request when the document ID is buried in a past run.
- Fetch details for a specific generated report.
- Return available download information to the requester.
- Make document handoff quicker when an ID is known.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Retrieve a Requested Ad Report.
- 3In one instruction, ask Notis to retrieve the Docugenerate document identified in the webhook request and return its available metadata and download URL.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with a real generated document ID and confirm the returned details identify the expected file.
Questions about this workflow
What information is needed to retrieve a document?
Provide the document ID in the webhook request. Notis can return the metadata available for that ID.
Can this find a document if I do not know its ID?
This action retrieves a document by ID. Use the list documents by template action when you need to find documents associated with a known template.
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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