Keep your document templates easy to find
Run a regular Documint template inventory so your team can spot what is available before preparing campaign materials.
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 accumulate, it takes extra time to find the right starting point for a campaign or customer document.
- Retrieve the templates in the authenticated Documint account.
- Create a predictable moment to review available document starting points.
- Use a Notis run report to keep the inventory task visible.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Documint once in Notis.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, ask Notis to list the Documint templates and summarize the available template names for review.
- 4Choose the schedule trigger and a report channel.
- 5Test with one real run and confirm the template list is useful.
Questions about this workflow
Does this action modify templates?
No. List Templates retrieves the templates in the authenticated account. It does not change them.
Why connect ActiveCampaign for a template inventory?
This workflow uses the requested ActiveCampaign-to-Documint pair, though the template listing itself comes from Documint and does not require campaign data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Documint. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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