Get a recurring inventory of your Documint documents
Have Notis retrieve the documents in your Documint account on a schedule, giving you a regular inventory to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
It is easy to lose track of generated documents when checking the account depends on remembering to open Documint.
- Create a recurring snapshot of the account's document list
- Reduce manual checking in Documint
- Send run reports to your preferred channel
Setup
Build it in a few focused steps.
- 1Connect 2chat and Documint once in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis to retrieve the list of Documint documents and include the result in its run report.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report contains the inventory you need.
Questions about this workflow
Does this workflow generate PDFs?
No. The available Documint action retrieves the list of documents in your account.
What starts the inventory?
A recurring Notis schedule starts the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Documint. A trigger fires from one place; an action lands in another.
2chat 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
2chat and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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