Keep document metadata aligned with incoming records
Make every file name reflect the record that created or updated it.
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
Inconsistent names make generated files difficult to find and easy to confuse.
- Improve document searchability
- Apply consistent naming rules
- Reduce manual library cleanup
Setup
Build it in a few focused steps.
- 1Connect Docugenerate in Notis once.
- 2Create an automation that renames the confirmed document using the webhook record and your naming convention.
- 3Pick a Notis webhook trigger and connect the sender.
- 4Choose a report channel and test with one record and document ID.
Questions about this workflow
Is the document created by this workflow?
No. It updates metadata on an existing document after the document ID is confirmed.
What if the payload lacks a document ID?
Have Notis report the missing ID so the correct document can be confirmed before any update.
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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