Review a document template before generating credential PDFs
Check the selected template details against your stated document needs before a separate document-generation run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves a template’s details.
Why this helps
A template can be overlooked or misunderstood, leading to avoidable rework when a credential document is generated.
- Retrieve the selected template's available details for review.
- Surface mismatches against document requirements supplied by your team.
- Keep the review separate from creating or changing a document.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the template check.
- 3Tell Notis to retrieve the Documint template identified in the webhook and compare its available details with the requirements you supply.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real template id and confirm the readiness review is useful.
Questions about this workflow
What does this workflow need in the webhook?
Include the Documint template id and the document requirements Notis should use for its review.
Does the template check create a PDF?
No. It retrieves one template's details for review. Creating a PDF uses Documint's separate Create Document action.
Can it update the template if it finds a mismatch?
This workflow only retrieves and reviews template details. Any changes would require a separate automation using the Update Template action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Documint. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Accredible certificates and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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