Keep a regular view of your Documint template catalog
Let a scheduled Notis run retrieve the Documint template list so catalog reviews have a predictable starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Template catalogs can go unreviewed when checking them depends on remembering to open another app.
- Create a predictable starting point for template reviews
- Retrieve the latest catalog without a manual search
- Send run reports to a channel you already check
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 Documint template list and share 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 catalog result is useful.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. 2chat does not supply an integration trigger event here.
Will it change or delete templates?
No. It retrieves the template list so you can review it.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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