Retrieve document details when a record needs them
Look up a generated document by its known ID when a database-linked request needs the file details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get document by ID
Retrieves a document’s details and download link by ID.
Why this helps
Finding a previously generated file means switching tools and searching for its document ID again.
- Retrieve document metadata using a confirmed document ID.
- Return the file's download URL for the workflow to use.
- Avoid a manual lookup when a record already has the document ID.
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 retrieve the Docugenerate document details for the confirmed document ID included in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document ID and confirm the returned metadata.
Questions about this workflow
Can this find a document from its name alone?
This action retrieves a document by ID. Include the confirmed document ID in the request.
What information is returned?
The action returns document metadata, including its name, format, template ID, and download URL.
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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