Keep Docugenerate file names aligned with Todoist
Let the task naming convention carry through to the document library.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Documents become hard to find when their names do not match the work item people use to discuss them.
- Make documents easier to search
- Use one naming convention across tools
- Reduce manual metadata edits
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docugenerate in Notis once.
- 2Create an automation asking Notis to rename the confirmed Docugenerate document using the new task details.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose where run reports go and test with one task and a confirmed document ID.
Questions about this workflow
Does this create a new document?
No. This workflow updates metadata on an existing document after its ID is confirmed.
What if the task does not identify a document?
Ask Notis to report the missing document ID so you can confirm the correct target before updating it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docugenerate. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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