Know which Docupilot account will handle the request
Before a document workflow proceeds, retrieve the authenticated Docupilot user's details and include them in the run report for a quick account check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
When multiple workspaces or accounts are in use, it is easy to lose track of which Docupilot connection is active.
- See which authenticated Docupilot account is connected.
- Keep the account check alongside the request's run report.
- Catch a wrong account connection before proceeding with document work.
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 authenticated Docupilot user's details for account confirmation.
- 3Choose a Notis webhook trigger and send an HTTP request when an account check is needed.
- 4Choose where Notis should send run reports.
- 5Test with one real request and confirm the returned account details identify the intended connection.
Questions about this workflow
Does this create or send a document?
No. This workflow retrieves authenticated user details so you can confirm the connected Docupilot account.
Does 2chat provide the trigger for this workflow?
No trigger events are listed for 2chat in this package. A Notis webhook starts the workflow when it receives an HTTP 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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