Review template settings before generating a deal document
Confirm a template's details before you use it, then prepare the document with the deal context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get template by ID
Retrieves a template’s details by ID.
Why this helps
Using a template without checking its settings can lead to avoidable document rework.
- Retrieve metadata and configuration for a specific template.
- Check template details before document generation.
- Use supplied deal context to decide whether the template fits the task.
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 template ID you provide and explain its metadata in light of the supplied Affinity deal context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a real template ID and confirm the returned settings.
Questions about this workflow
Can this find the template ID for me?
This action retrieves a specific template by ID. Use the template listing action if you need to see available templates first.
Does this action update the template?
No. It retrieves template metadata, including its name, format, region, and configuration settings.
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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