Remove a retired document template
Handle template retirement from a specific request when the template ID is confirmed and the template is no longer needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete template
Permanently deletes a template and all its stored versions.
Why this helps
Retired templates can linger and create uncertainty about which version to use for new documents.
- Process an explicit template retirement request.
- Remove a known template and associated versions.
- Keep the cleanup action tied to a supplied ID.
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 delete only the template ID explicitly supplied in a retirement request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a template designated for retirement and confirm the result.
Questions about this workflow
What is removed when a template is deleted?
The action permanently removes the template and all associated versions.
Will the workflow decide whether a template is retired?
No. A request must identify the template ID that is approved for removal.
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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