Refresh a Docugenerate template on schedule
Keep a recurring document template current without remembering manual maintenance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Why this helps
Important templates drift when updates depend on someone remembering a recurring task.
- Keep approved templates current
- Reduce recurring maintenance effort
- Make updates predictable
Setup
Build it in a few focused steps.
- 1Connect Docugenerate in Notis.
- 2Create an automation named Scheduled template refresh.
- 3Describe the confirmed template ID, approved file, and settings to apply at run time.
- 4Choose a Notis cron trigger and set the approved maintenance schedule.
- 5Select a report destination and test one update with a confirmed template.
Questions about this workflow
What must be confirmed first?
Confirm the template ID and the desired file and settings before enabling updates.
Can this update any template?
It should only update a template whose ID and inputs you have explicitly confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docugenerate. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Zendesk and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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