Find the generated file and its download details
When a document ID is available, retrieve its metadata and download URL for a straightforward review handoff.
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
After generation, tracking down the right document details can add another context switch to the work.
- Retrieve document metadata for a known document ID.
- Return the download URL when available.
- Support a clear review handoff after document generation.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docugenerate once in the Notis portal.
- 2Create an automation and describe how to retrieve the document identified in the request.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one real Docugenerate document ID and verify the returned details.
Questions about this workflow
Can this find a document without its ID?
This action retrieves a document by ID. Supply a known ID in the request or use a supported listing action to locate documents.
Does it create or change the document?
No. It retrieves metadata and a download URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docugenerate. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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