Handle confirmed document cleanup requests
Route an explicit cleanup request to delete the identified generated document from storage.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Document
Permanently deletes a document from storage.
Why this helps
Outdated files can linger when cleanup requests are separated from the record that explains them.
- Process a specific cleanup request without searching manually.
- Use a confirmed document ID to identify the file.
- Keep cleanup actions connected to the database request.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to delete a document only when the request explicitly confirms cleanup and supplies the document ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test the request handling with a suitable real example and review the run report.
Questions about this workflow
Can the deleted document be restored?
The action permanently removes a document from storage. Confirm that the ID and cleanup request are correct before running it.
Can this delete every document for a record?
The action deletes a document by ID. Each ID must be supplied explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docugenerate. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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