Find the template details your document workflow needs
Retrieve available template information from Docugenerate when a request needs a confirmed template before generation.
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
A document request can stall when nobody knows which template is available or what its identifier is.
- Retrieve available template information on request.
- Avoid guessing template identifiers.
- Make template selection easier to confirm.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve template listings or details relevant to the incoming request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real request for template information to check the returned details.
Questions about this workflow
Does this workflow generate a document?
No. It retrieves or lists templates. Use a separate workflow with a document-generation action to create an output.
Can I request one template by ID?
The action supports retrieving or listing templates. For a specific template, use the get template by ID action when its identifier is known.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docugenerate. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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