Check the settings for a known template
Get the details for a confirmed template ID before you use it in a document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get template by ID
Retrieves a template’s details by ID.
Why this helps
Template changes and configuration details can be easy to lose track of when setting up document generation.
- Check a template's returned metadata.
- Confirm details before building a generation request.
- Reduce errors from using an unverified identifier.
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 metadata for the template ID provided in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one confirmed template ID to verify the returned details.
Questions about this workflow
Does this action search by template name?
This action retrieves a specific template by ID. Use the list templates action when you need to find available templates.
Can the workflow change the template?
No. This action retrieves metadata. Updating a template uses a separate action.
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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