Check the template before preparing a job document
Confirm the selected template details are available before you spend time preparing a document request.
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
Starting a document run with the wrong or incomplete template can create rework at the worst moment.
- Retrieve a specific template before document preparation.
- Give Notis template details to use when reviewing a request.
- Catch a missing or unexpected template id earlier in the process.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to retrieve the Documint template identified in each webhook request and summarize its details for the job document owner.
- 4Choose the webhook trigger and where run reports go.
- 5Test with a real template id and confirm the retrieved details are the expected ones.
Questions about this workflow
Does this generate the document too?
No. This workflow retrieves one template by id. A separate document creation action is needed to generate a PDF.
What if the template id is wrong?
The lookup may fail or return an unexpected template. Test with a known id and review the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Documint. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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