Rename Docugenerate documents from webhooks
Keep generated files organized as your internal process changes.
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
Document libraries become messy when names are not updated after review or approval.
- Keep file names aligned with process stages
- Reduce manual metadata edits
- Improve document retrieval
Setup
Build it in a few focused steps.
- 1Connect Docugenerate in Notis.
- 2Create an automation named Webhook document renamer.
- 3Describe how the webhook payload should provide a confirmed document ID and the new metadata.
- 4Choose a Notis webhook trigger and connect your operations system.
- 5Send one test request and verify the updated metadata.
Questions about this workflow
What must the webhook provide?
It must provide or identify the confirmed document ID and the approved new metadata.
Can this rename a template?
No. This workflow updates an existing document's metadata.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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