Return a Docugenerate template catalog on request
Give requesting systems a current view of available templates before they generate files.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Downstream tools waste time when they rely on stale template names or IDs.
- Reduce stale template references
- Support flexible document requests
- Make template discovery self-service
Setup
Build it in a few focused steps.
- 1Connect Docugenerate in Notis.
- 2Create an automation named Webhook template catalog.
- 3Tell Notis to retrieve and summarize the requested template metadata from each webhook request.
- 4Choose a Notis webhook trigger and connect the requesting system.
- 5Send one request and review the returned report.
Questions about this workflow
Can the request ask for a specific template?
Yes. Include the search terms or criteria in the webhook payload and instruction.
Does this update templates?
No. It only retrieves template information.
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.
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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
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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