Refresh a Documint template quarterly
Keep key templates aligned with how your business actually works today.
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 single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Why this helps
Templates drift as offers, branding, and operating details change, leaving teams to patch documents manually.
- Keep recurring documents current
- Reduce manual template maintenance
- Create a scheduled review point for layout changes
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Documint in the Notis portal.
- 2Create an automation named Quarterly template refresh and describe the exact update outcome.
- 3Tell Notis to update the specified Documint template with the approved settings or layout changes after reviewing its current details.
- 4Pick a quarterly schedule, choose where reports go, and test with one real template.
Questions about this workflow
Will Notis know which changes are approved?
State the approved changes in your plain language instruction or webhook payload.
Can this update any template?
It can update one specified template per run using its id.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Documint. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
0CodeKit and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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