Rename the right Docugenerate document from a request
Send Notis a confirmed document ID and the desired name. It can update the document metadata so naming a file does not require a separate manual visit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Generated documents can remain difficult to identify when their names are not updated after confirmation.
- Update a document name from an HTTP request.
- Reduce manual metadata cleanup.
- Use an explicit confirmed document ID to target the update.
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 update the name only for the confirmed document ID and desired name supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real request with a confirmed document ID and verify the updated metadata.
Questions about this workflow
What information is required?
Provide the document ID and desired name, and confirm the ID before the update.
Can the workflow find the document ID itself?
This action updates a document after confirming its ID. Use a separate lookup process if the ID is not already known.
Does this change the document contents?
No. It updates document metadata.
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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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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