Look up template settings for a document request
Check the template details before preparing the next document from CMS content.
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
Document requests can stall while someone searches for the right template's current settings.
- Retrieve metadata for a specific template ID.
- Make format, region, and configuration details easier to inspect.
- Keep template review close to the incoming document request.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation and tell Notis which template details to retrieve for a request.
- 3Pick the webhook trigger and include the known template ID and relevant Agility context.
- 4Choose where run reports go, then test with one real template ID.
Questions about this workflow
Will this update the template?
No. It retrieves a specific template's metadata using its ID.
What details can it return?
The action description includes template name, format, region, and configuration settings.
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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