Refresh a template for a compliance change
Make approved policy changes visible in the documents your team relies on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Compliance updates can be announced verbally while old instructions remain embedded in templates.
- Reduce stale policy language
- Create a repeatable compliance update path
- Keep operational documents aligned with approved requirements
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Documint in Notis once.
- 2Create an automation for compliance template refreshes.
- 3Tell Notis to update the specified template with the approved policy changes from the webhook.
- 4Choose a webhook trigger and select the report destination.
- 5Test with one real policy update.
Questions about this workflow
Will Notis invent compliance requirements?
No. It only applies the approved content you provide and calls out missing source details.
Can I review the change first?
Yes. Send reports to your preferred channel and review the proposed update before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Documint. A trigger fires from one place; an action lands in another.
7shifts 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
7shifts and Documint, 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 Documint.