Start client demos from the correct Algodocs account
A ten second identity check helps prevent awkward demo surprises.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Why this helps
A demo can fail when the presenter is connected to the wrong workspace or user.
- Confirms demo readiness
- Prevents wrong workspace surprises
- Creates a repeatable pre meeting habit
Setup
Build it in a few focused steps.
- 1Connect Notis and Algodocs once in the portal.
- 2Create an automation asking Notis to retrieve the current user and report whether it matches the demo account details you provide.
- 3Choose the webhook trigger and a report channel.
- 4Send one real pre demo request to test the check.
Questions about this workflow
Can it verify the client workspace?
It verifies the connected Algodocs user; provide the expected demo context for comparison.
Can it run from a calendar event?
Use a webhook triggered by your meeting preparation process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Algodocs. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Connect any two apps with Notis in the middle.
0CodeKit and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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