Find the right document template from a new Trello card
Stop searching through template lists every time a new deliverable appears on your board.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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 format adds friction when the card already contains enough context to guide the decision.
- Shorten template selection time
- Use consistent document formats
- Keep deliverables aligned with card intent
Setup
Build it in a few focused steps.
- 1Connect Trello and Docugenerate once in the Notis portal.
- 2Create an automation asking Notis to retrieve templates and identify the best fit for each new card.
- 3Select New Card Trigger for the relevant board.
- 4Choose where reports should go and test with a card that names a deliverable.
Questions about this workflow
Does it generate the document too?
This workflow retrieves and recommends templates. Add a second automation using Generate documents from template when you are ready to produce the file.
What if no template matches?
Notis can report that no suitable template was found and explain what information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docugenerate. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
New Card Trigger
Triggered when a card is created in the specified board
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.