Find the right document template before you generate
Check the available Docugenerate templates as part of your Agiled-driven document process, so the next step is easier to choose.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Document work slows down when people have to leave the project context to find which template is available.
- Retrieve available templates during a webhook-driven workflow.
- Reduce context switching before document generation.
- Use returned template metadata to inform a follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to retrieve the Docugenerate templates relevant to the Agiled request and report the useful template details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the returned template information.
Questions about this workflow
Does this step generate a document?
No. It retrieves or lists templates so the workflow can identify available options. Document generation requires a separate generation action.
Can Notis determine which template is best?
It can compare returned details against criteria you provide. Supply the intended document purpose if it is not available from the Agiled context.
How is the lookup started?
An HTTP request starts the workflow through the notis_webhook trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docugenerate. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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