Apply a requested update to a known template
Turn a clear template maintenance request into a focused update to the intended template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s file and settings.
Why this helps
Template changes can get delayed when the request, file, and settings are handled in separate steps.
- Apply a supplied template file and settings to a known template.
- Keep the update request and target identifier together.
- Reduce repetitive navigation for template maintenance.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocuGenerate once in the Notis portal.
- 2Create an automation that updates a template only from explicit supplied inputs.
- 3Pick the webhook trigger and include the known template ID, desired file, and settings.
- 4Choose where run reports go, then test with one approved template update request.
Questions about this workflow
Does the workflow decide what template changes are needed?
No. Supply the desired file and settings in the request. The action updates a template using those inputs.
Can this update any template without an ID?
The target template must be identified. Use a known template ID in the request.
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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