Review the documents generated from a template
Ask Notis for the generated documents associated with a known template when you need a quick view of its output history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
Finding prior generated documents can interrupt a task when you have to search through separate records manually.
- Retrieve documents associated with a known template.
- Review results ordered by creation time.
- Make follow-up on generated files easier.
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 list generated documents for the template ID provided in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real template ID with generated documents to review the result.
Questions about this workflow
Does this list every document in my account?
It lists documents generated from a specific template. The request needs that template's ID.
How are results ordered?
The listed documents are ordered by creation time in descending order.
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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