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Notis

Review your Documint templates on a schedule

Get a recurring view of the templates in your Documint account without remembering to open the template list yourself.

Trigger

Recurring schedule

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

Action

List Templates

Lists templates in your account.

Why this helps

Templates can accumulate quietly, making it harder to keep track of what is available when a new document request arrives.

  • Create a regular checkpoint for available templates
  • Make the current inventory easier to review
  • Receive run reports in a channel you already use

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Documint once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve the templates in the Documint account and include the returned inventory in the run report.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test the automation once and review the template list in its report.

Questions about this workflow

Can this identify unused templates?

The available action lists templates. It does not report usage or tell whether a template is unused.

Can Notis delete outdated templates as part of this workflow?

No. This workflow only lists templates. Deleting a template would require the separate delete action and a clearly supplied template ID.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Abstract triggers

Documint actions

Recurring trigger

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

TriggerScheduled

Delete Template

Permanently deletes a template.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

List Documents

Lists documents in your Documint account.

ActionInstant

List Templates

Lists templates in your account.

ActionInstant

Update Template

Updates a template’s settings or layout.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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