Retire an obsolete document template
Clear a template that your deal process no longer uses after you have confirmed the retirement decision and template ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete template
Permanently deletes a template and all its stored versions.
Why this helps
Retired templates can remain available and create uncertainty about which document starting point is current.
- Remove a template and its associated versions from storage.
- Keep the available template set aligned with the process you provide.
- Reduce confusion about obsolete document starting points.
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 template ID and retirement decision using the deal process context you supply before deleting it.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test the review with a real template ID and confirm the intended template before deletion.
Questions about this workflow
Does deletion remove the template's versions too?
Yes. The listed action permanently deletes the template and all associated versions.
Can this decide which template is obsolete automatically?
No. Supply the retirement decision and context, then confirm the specific template ID.
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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