Find a document template when a Jira project begins
Surface the available Docugenerate templates as part of your new project setup routine.
Trigger
New Project
Triggered when a new project is added in Jira
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
Choosing a document starting point can slow down project setup when templates are hard to locate.
- Retrieve or list existing templates for reference.
- Make template discovery part of project setup.
- Help the team select a suitable document starting point.
Setup
Build it in a few focused steps.
- 1Connect Jira and Docugenerate once in the Notis portal.
- 2Create an automation and describe which template information to retrieve in one instruction.
- 3Pick Jira New Project as the trigger.
- 4Choose where run reports should go.
- 5Test with one real project and review the returned template metadata.
Questions about this workflow
Does this generate a project document?
No. This workflow lists or retrieves templates so you can inspect their IDs and metadata.
Will it select a template automatically?
It can return available template information. Choosing the appropriate template depends on your requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Docugenerate. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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