Check the existing Docupilot workspace before project setup
When a WhatsApp project request needs a folder check, start a Notis webhook and get the current Docupilot folder list in the run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
A project can stall when nobody knows whether its Docupilot folder already exists.
- Get a current folder list when a project request arrives.
- Make it easier to spot an existing workspace before creating a new one.
- Keep the folder check attached to the request's run report.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docupilot once in the Notis portal.
- 2Create an automation and ask Notis to retrieve the Docupilot folder list for a project request.
- 3Choose a Notis webhook trigger and send an HTTP request when a folder check is needed.
- 4Choose where Notis should send run reports.
- 5Test with one real project request and review the returned folder list.
Questions about this workflow
Will this determine whether a specific folder exists?
The action retrieves all folders. Notis can compare the returned list with a project name included in the request, but the workflow should report uncertainty if the name is ambiguous.
Does the WhatsApp conversation start the workflow directly?
Not from a listed 2chat trigger event. The workflow starts from a Notis webhook HTTP request associated with the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docupilot. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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