Keep a scheduled inventory of document templates
Make it easier to see which templates are available before starting a document run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Retrieves or lists existing templates.
Why this helps
Template names and identifiers can become a scavenger hunt when teams need to generate a document.
- Retrieve current template metadata on a schedule.
- Make template discovery easier for recurring document work.
- Surface available template details in run reports.
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 and summarize available templates.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test once against your DocuGenerate account.
Questions about this workflow
Does this create or modify templates?
No. It uses the get-or-list-templates action to retrieve template information.
Can the schedule find Agility content changes?
No. The trigger is a Notis schedule and this action retrieves DocuGenerate template metadata.
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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