Clear an outdated generated document
Remove a confirmed obsolete file from storage when the deal context you provide shows it should no longer be kept.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Document
Permanently deletes a document from storage.
Why this helps
Old generated files can clutter deal work and make it harder to identify the current document.
- Delete a specific document after its ID is confirmed.
- Use supplied context to support an obsolete-file review.
- Reduce clutter from outdated generated files.
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- 3In one instruction, ask Notis to verify the document ID and outdated status from the Affinity context you provide before deleting the document.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test the review with a real document ID and confirm deletion only for the intended file.
Questions about this workflow
Can a deleted document be recovered?
The action permanently removes the document from storage. Verify the ID and intended deletion before running it.
Does this automatically identify outdated files?
No Affinity trigger events are listed. Supply the relevant deal context and the document ID for review.
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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