Create Docupilot folders from approved requests
Send Notis a folder request when your team agrees on a new place for documents. Notis creates the folder in Docupilot and reports the result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Folder requests can get buried between conversations and document setup, leaving teams to create them later by hand.
- Capture folder requests at the moment they are approved
- Reduce manual workspace setup
- Receive a run report in your chosen channel
Setup
Build it in a few focused steps.
- 1Connect Ably and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, say to create a Docupilot folder from an approved request and use its supplied name and workspace context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved request that includes the folder name and workspace context.
Questions about this workflow
What should the webhook request include?
Include the requested folder name and enough workspace context to confirm where it belongs. Notis should not guess missing details.
Does this create a folder for every incoming request?
Describe the approval requirement in your instruction and send only requests that meet it. The webhook itself starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docupilot. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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