Get the details for a generated document
Request the metadata and download URL for a known document ID when you need to pick up a generated file later.
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
Generated files are harder to follow up on when the document identifier and download details are buried in an earlier run.
- Retrieve metadata for a known generated file.
- Get the document's download URL.
- Make document follow-up more direct.
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 the document details for the ID provided in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real document ID to verify the returned metadata.
Questions about this workflow
Can this find a document if I do not know its ID?
No. This action retrieves a specific document by ID. Use the list-by-template action if you have a template ID and need its generated documents.
Does the action return the file itself?
It returns document metadata including a download URL. Use the returned URL to access the file according to your account's access rules.
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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