Review your Documint templates from a WhatsApp request
Ask for the template catalog from your chat workflow and have Notis retrieve the latest list from Documint.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Finding the right template can mean breaking focus to open Documint and search through the catalog.
- Review the current template list from a chat-initiated request
- Reduce app switching when choosing a document template
- Use one plain-language instruction to request the catalog
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 when the webhook request asks for the catalog.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real catalog request sent through the webhook.
Questions about this workflow
Does 2chat provide a trigger event for this workflow?
No. This workflow starts from a Notis webhook request. The request can carry a catalog request from your chat process.
Does this workflow create a document?
No. It retrieves the list of templates in your Documint account for review.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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