Keep your document template inventory easy to review
A scheduled inventory can help you see which Documint templates are available before your next credential document workflow needs them.
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
When templates are managed separately from credential operations, finding the right starting point can take extra searching and context switching.
- Make the current Documint template inventory easier to inspect.
- Create a recurring checkpoint for document operations.
- Keep any recommendations tied to the inventory returned by Documint.
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 inventory review.
- 3Tell Notis to list the available Documint templates and summarize them against the credential document types you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the listed templates are the ones you expect.
Questions about this workflow
What does the template listing action do?
It lists templates in the authenticated Documint account. The workflow can summarize the returned inventory for your review.
Can Notis decide which template is correct?
It can compare the returned template details with document needs you describe, but your criteria and any relevant template details must be available.
Does this workflow modify templates?
No. It lists the available templates and summarizes them; it does not update or delete them.
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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