Review candidates for Documint template retirement
Keep cleanup moving while requiring a clear approval list for permanent deletions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Why this helps
Retirement queues grow when cleanup depends on remembering to revisit each candidate manually.
- Keep retirement decisions moving
- Require explicit candidate ids
- Reduce clutter from confirmed obsolete templates
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Documint in the Notis portal.
- 2Create an automation named Scheduled template retirement and describe the approved candidate rule.
- 3Tell Notis to delete only the Documint template ids explicitly marked for retirement in the supplied instruction.
- 4Pick a recurring schedule, choose the report channel, and test with one confirmed noncritical candidate.
Questions about this workflow
How do I prevent accidental deletion?
Provide only explicitly approved template ids and state that every other candidate must be skipped.
Can the workflow decide which templates are obsolete?
The deletion action should receive confirmed ids; use a separate listing review to identify candidates.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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