Apply a confirmed template change from a request
When a template update has been approved, send Notis the confirmed template ID and the intended file or settings changes to apply.
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 delayed when the approved update is buried in a request and must be applied manually later.
- Start a template update from a request.
- Use an explicit template ID and requested change.
- Reduce manual follow-through for confirmed template edits.
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 confirmed template ID using the file or settings supplied with the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real request for a confirmed template and review the result.
Questions about this workflow
What is needed before updating?
Confirm the template ID and the desired file or settings inputs.
Can this find a template based on its name?
The update action should be used after the template ID is confirmed. Retrieve template metadata first if the ID is unknown.
Does this action generate a document?
No. It updates the template file and settings.
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.
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When this happens · Trigger
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