Apply confirmed template changes in a scheduled run
When approved template updates arrive in a regular batch, Notis can use a recurring schedule to apply the specified changes to confirmed templates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
A queue of small template updates can linger when each one requires a separate manual visit.
- Handle confirmed template updates in a recurring run.
- Apply specified file and settings changes together.
- Reduce repeated manual template maintenance.
Setup
Build it in a few focused steps.
- 1Connect Docugenerate and the source of confirmed template changes once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to update each confirmed template ID with the file or settings changes available at each run.
- 4Pick a Notis cron trigger and choose the recurring schedule and report destination.
- 5Test with one confirmed template ID and review the update result.
Questions about this workflow
What information does the workflow need?
Each update needs a confirmed template ID and the intended file or settings inputs.
Can Notis determine the template ID from a name?
Use the template listing action to retrieve metadata and confirm an ID before updating.
Does this generate documents from the template?
No. It updates the template itself.
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.
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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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