Retire a template you no longer use
Remove a template when your document process has moved on and its ID has been confirmed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete template
Permanently deletes a template and all its stored versions.
Why this helps
Unused templates and their versions can remain available long after a process changes.
- Remove a specified unused template.
- Clear associated versions with the template.
- Keep the cleanup request explicit and reviewable.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to delete a template only when the request is explicit and its template ID is confirmed.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one confirmed unused template ID and verify the result.
Questions about this workflow
What is removed?
The template and all associated versions are permanently deleted.
Can this be run automatically after every Airtop scan?
Use this only for an explicit template retirement request, not as a routine scan action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docugenerate. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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