Update a document template after a review
Carry approved changes from a browser review into the template your document process uses.
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 improvements get delayed when findings are separated from the update work.
- Connect reviewed findings to a template update.
- Keep the requested changes explicit.
- Reduce the handoff gap between review and maintenance.
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 apply only the reviewed template file or settings changes after confirming the template ID and desired inputs.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real reviewed change and verify the updated template.
Questions about this workflow
Can Airtop decide template changes automatically?
The workflow should apply only the desired changes supplied or approved in the request.
What must be known before an update?
Confirm the template ID and the file or settings changes to apply.
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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