Confirm the Docupilot account for each 7shifts report
Keep report handling anchored to the correct Docupilot identity every time a packet arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
A report can be processed under the wrong account when shared workspaces or credentials change.
- Makes account context explicit
- Supports shared workspace operations
- Reduces misrouted report work
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docupilot once in the Notis portal.
- 2Create an automation telling Notis to retrieve the authenticated Docupilot user for each incoming 7shifts report.
- 3Choose notis_webhook and send each report request to the webhook.
- 4Choose a report destination and test with one real report.
Questions about this workflow
What information is returned?
Docupilot returns details about the authenticated user, which Notis can summarize in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docupilot. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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