Shortlist a compliance packet template
Move from an operational need to a focused template review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
Why this helps
Compliance work slows when the owner must search every template without context.
- Reduces search time
- Keeps selection tied to the request
- Creates a clear approval point
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docmosis in the Notis portal.
- 2Create an automation that lists candidate compliance templates from the 7shifts context.
- 3Describe the ranking criteria and concise rationale.
- 4Choose the webhook trigger and report channel.
- 5Test with one compliance request.
Questions about this workflow
Does it decide the final template automatically?
It provides a shortlist and rationale for the team to approve.
Can the request include a location or date range?
Yes. Include any available context in the webhook payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docmosis. A trigger fires from one place; an action lands in another.
7shifts triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
7shifts and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docmosis.