Rename generated documents from a database request
Apply a clear, record-specific name to an existing document when its ID and new name are ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Renames an existing generated document.
Why this helps
Generated documents can keep generic names that make them difficult to recognize later.
- Rename an existing document using its confirmed ID.
- Use a name supplied or derived from the incoming record.
- Make generated files easier to recognize in later reviews.
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 update the name of the existing document using the confirmed ID and desired name in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one document and verify its updated metadata.
Questions about this workflow
Will this rename a document based on a search?
The action updates a document's metadata. Provide its confirmed document ID and the desired new name.
Can this update the document contents?
No. This action updates metadata such as the document name, not the generated file's contents.
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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