Find the right template for a content request
Get template options into the same workflow where a document request arrives.
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
Choosing a document template often interrupts the work before content can be generated.
- Retrieve available templates when a document request arrives.
- Review template metadata alongside the content request.
- Reduce context switching during document preparation.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and instruct Notis to retrieve templates relevant to the incoming document request.
- 3Pick the webhook trigger and send the request context with the Agility content.
- 4Choose where run reports go, then test with one real document request.
Questions about this workflow
Does this automatically choose and use a template?
This workflow retrieves template information for review. The listed action does not generate a document or make a guaranteed template match.
What starts the workflow?
An HTTP request to the Notis webhook starts it, with the request context supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docugenerate. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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