Keep your document template options easy to review
Have Notis periodically list the templates Docugenerate has available and summarize their metadata so you can make document decisions with current information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Template options can become hard to track when document libraries grow and nobody has time to review them.
- Retrieve template information on a regular schedule.
- Review template IDs and metadata in a report.
- Reduce the need to manually revisit the template library.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the available template list and summarize the metadata you want to review.
- 4Pick a Notis cron trigger and choose the recurring schedule and report destination.
- 5Test with one real run and check that the report contains the details you need.
Questions about this workflow
Does this workflow edit the templates?
No. It only retrieves or lists existing templates.
Can the summary flag templates for a purpose?
Yes, if you describe the criteria and the returned template metadata includes enough information to assess them.
Can it alert me when a template changes?
The listed action retrieves template information but does not provide a change event. A scheduled review can report what is available at each run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docugenerate. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Contact Created Trigger
Contact Created Trigger
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
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.
Hubspot and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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