Refresh a document template for your deal process
When your document requirements change, update the confirmed template so future generation starts from the right version.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s file and settings.
Why this helps
Outdated templates can create repeated cleanup work across deal documents.
- Update a template's file and settings in one action.
- Tie template changes to requirements you provide from your deal process.
- Reduce repeated corrections in future generated documents.
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 confirmed template ID with the specific file or settings you provide, informed by your stated Affinity deal requirements.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test the proposed changes with a real template ID and confirm the intended update.
Questions about this workflow
Will this update a template without confirming its ID?
No. Confirm the template ID and the desired file or settings before asking Notis to update it.
Does the workflow infer requirements from Affinity history?
No Affinity triggers are listed. Provide the deal requirements that should guide the template change.
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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