Give a generated deal document a clear name
Use the deal context you provide to make an existing generated document easier to recognize later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Renames an existing generated document.
Why this helps
Generic document names can make it harder to identify the right file during a busy deal review.
- Update a document's metadata name using its confirmed ID.
- Make generated files easier to recognize in later reviews.
- Reduce time spent opening documents to identify them.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to update the name of the document ID you confirm using the naming convention and Affinity context you supply.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a real document ID and confirm the exact new name before updating.
Questions about this workflow
Does this rename the file automatically based on an Affinity event?
No Affinity trigger events are listed. Supply the document ID and desired naming context through the webhook request or instruction.
What should I confirm before the update?
Confirm the document ID and exact desired name. The action updates metadata for an existing document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docugenerate. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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