Create a Docupilot folder for every new client
Turn a completed intake into a ready workspace for client documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
New client work starts with scattered files and inconsistent folder setup.
- Standardizes client workspace setup
- Cuts repetitive admin
- Creates a clear starting point
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docupilot once in Notis.
- 2Create an automation named Client Folder Setup.
- 3Tell Notis to use the intake details to create a Docupilot folder after confirming the workspace context.
- 4Choose the webhook trigger and a report channel.
- 5Test it with one real client intake.
Questions about this workflow
What information should the webhook include?
Include enough intake context for Notis to identify the client and intended workspace.
Will it create duplicates?
Ask Notis to check the available folder context first and avoid creating a duplicate when the existing folder is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docupilot. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
0CodeKit and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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