Make a requested Documint template update from chat
Turn a clear template maintenance request into a Notis workflow that checks the current template and applies the requested update.
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
Small template changes can linger when the request is buried in chat and updating Documint takes a separate context switch.
- Start a specific template update from a request in your chat flow
- Retrieve the current template before applying the requested change
- Keep the maintenance request and run report connected
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 specified template, then apply only the changes stated in the webhook request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real request for a template whose ID and intended changes are clear.
Questions about this workflow
What must the webhook request include?
Include the template ID and a clear description of the intended settings or layout changes.
Will the workflow invent missing template details?
No. Provide the intended changes in the request. The workflow retrieves the existing template before updating 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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
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.