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Notis

Apply Approved Documint Template Changes

Move an approved template change from the Ably conversation into Documint with a clear instruction and the intended template id.

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

Approved edits can be lost between discussion and action when someone has to revisit the conversation and make each change manually.

  • Carry the approved change request into the update step.
  • Reduce missed follow-through after a template decision.
  • Keep the target template explicit in the request.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Documint once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for approved template changes.
  • 3Tell Notis to update only the Documint template identified in an explicit approval request, following the approved settings or layout instructions.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one approved request and a real template id.

Questions about this workflow

What should an approval request include?

Include the Documint template id and the specific settings or layout changes that were approved.

Does this workflow review the template before updating it?

The available action is Update Template. If you need to inspect a template first, use a separate workflow with the Get Template action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Documint. A trigger fires from one place; an action lands in another.

Ably triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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