Keep templates current from approved change requests
Move a reviewed template change from intake to implementation without retyping it.
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
Approved template changes wait in queues and old versions continue to generate documents.
- Reduce template update delays
- Keep approved changes traceable
- Lower the risk of stale outputs
Setup
Build it in a few focused steps.
- 1Connect Docugenerate in Notis once.
- 2Create an automation that applies the approved file or settings changes from each webhook request to the confirmed template.
- 3Pick a Notis webhook trigger and connect the change request source.
- 4Choose a report channel and test with one approved request.
Questions about this workflow
Can this workflow update any template?
The template ID and intended changes must be confirmed and available to the connected action.
How should approvals be represented?
Include an approval status or instruction in the webhook payload so Notis can distinguish approved changes.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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