Find the right document template on demand
Give an intake form or internal tool a reliable way to discover available templates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
People start document work without knowing which approved template to use.
- Reduce template hunting
- Keep intake tools connected to current templates
- Start generation with confirmed metadata
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate in the Notis portal.
- 2Create a webhook automation named Template catalog request.
- 3Tell Notis to list or retrieve templates matching the request and return useful metadata.
- 4Choose a Notis webhook as the trigger.
- 5Select a report channel and test with one template search request.
Questions about this workflow
Why use a webhook here?
A webhook lets an intake form or internal tool request template metadata when needed.
Does this generate a document?
No. This workflow retrieves or lists templates so a later generation step can use a confirmed template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docugenerate. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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.
Timelinesai and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docugenerate.