Verify a document template before using it
Confirm a known template's current settings before sending browser data into document generation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get template by ID
Retrieves a template’s details by ID.
Why this helps
A saved template ID may no longer match the format or settings you expect.
- Check template details before generation.
- Catch format or configuration mismatches earlier.
- Keep a repeatable validation step in the workflow.
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 retrieve the specified template metadata and summarize its format, region, and settings.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one known template ID and review the returned details.
Questions about this workflow
What does this action need?
It retrieves a specific template by ID, so provide the template ID in the request or automation instructions.
Does it change the template?
No. It returns the template metadata for review.
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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