Pull up a generated document during deal review
Use a known document ID to retrieve its details and download URL when reviewing the related deal context.
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
Switching between a deal record and generated file details makes it easy to lose track of which document belongs to which review.
- Retrieve document name, format, template ID, and download URL.
- Bring a known generated document into a deal review flow.
- Reduce manual searching when the document ID is available.
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 retrieve the Docugenerate document for the ID you provide and summarize it alongside supplied Affinity deal context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a real document ID and confirm the returned metadata.
Questions about this workflow
Can this find a document if I do not know its ID?
This action retrieves a specific document by ID. To list documents for a template, use the template document listing action instead.
Does it provide the document contents?
The action returns document metadata, including a download URL. The listed description does not promise a text extraction of the file contents.
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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