Find the right document template for parsed information
Check your available templates when a new set of parsed details needs a document but the template choice is unclear.
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 template from memory slows down document creation and can lead to using the wrong format.
- Review available templates at the point of need.
- Reduce guesswork before document generation.
- Use template metadata to inform the next step.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to list available templates and identify a suitable one for the parsed document's purpose.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real parsed example and confirm the suggested template.
Questions about this workflow
Does this workflow generate the document too?
No. This action lists or retrieves templates. It helps identify a template before a separate document generation step.
Can it determine a template's fields?
It returns template metadata. Do not assume a field or setting is available unless the returned information provides it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docugenerate. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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