Keep supplier templates aligned with approved changes
Make a confirmed template update a clear, reviewable task instead of a change that gets buried in follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
Template changes can be easy to forget when requirements arrive amid a busy stream of vendor work.
- Give approved template changes a defined path.
- Reduce the chance of continuing to use an outdated supplier template.
- Make template maintenance easier to track through run reports.
Setup
Build it in a few focused steps.
- 1Connect Data247 and Docugenerate to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Use one instruction to update the confirmed supplier template ID with the approved file and settings provided in the webhook request.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test against a confirmed template ID and inspect the resulting template settings.
Questions about this workflow
Can the workflow choose a template to update on its own?
Provide a confirmed template ID and the approved desired update in the webhook request.
Does a Data247 lookup change the template automatically?
No. The webhook represents an approved template-update request; Data247 has no trigger event in this pairing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Data247 to Docugenerate. A trigger fires from one place; an action lands in another.
Data247 triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Data247 and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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