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Notis

Keep a Regular View of Documint Documents

Get a recurring snapshot of your Documint documents in a report channel, so document inventory does not depend on memory.

Trigger

Recurring schedule

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

Action

List Documents

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

Why this helps

When document lists are only checked on demand, it is easy to lose track of what is in the account.

  • Put document inventory review on a predictable schedule.
  • Deliver the list where you already review run reports.
  • Reduce the need to remember to open Documint and check manually.

Setup

Build it in a few focused steps.

  • 1Connect Documint once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for the document inventory.
  • 3Tell Notis to list the documents in the Documint account and summarize the results in a concise inventory report.
  • 4Pick a Notis cron schedule and choose where run reports should go.
  • 5Test with one real run and review the resulting document list.

Questions about this workflow

Can the report tell me which documents are overdue?

The available action lists documents, but no due dates or status fields are specified. Notis can only assess those if the returned data includes them or you supply the relevant criteria.

Can I choose how often it runs?

Yes. Choose a recurring Notis cron schedule when setting up the automation.

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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