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Notis

Keep a recurring snapshot of available Docmosis templates

Make the current template catalog easy to find when document work comes around.

Trigger

Recurring schedule

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

Action

Docmosis: List Templates

List templates available in the environment.

Why this helps

Teams can lose time checking which templates are currently available before a document task.

  • Keep a recurring record of available template names.
  • Review the catalog in your chosen run report channel.
  • Avoid repeated manual inventory checks.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Docmosis once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
  • 3Ask Notis to retrieve the available Docmosis templates and summarize the list.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Run one real example and review the catalog snapshot.

Questions about this workflow

Does this compare the catalog with a previous snapshot?

The action returns the current template list. Any historical comparison would need to be supplied to Notis.

Can I limit the list to a folder?

The Docmosis action supports an optional folder filter, which you can mention in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveMerge triggers

Docmosis actions

Recurring trigger

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

TriggerScheduled

Docmosis: Delete Image(s)

Delete one or more stored images.

ActionInstant

Webhook trigger

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

TriggerInstant

Docmosis: Delete Template(s)

Delete one or more templates from the environment.

ActionInstant

Docmosis Environment Ready

Check whether the environment is active and within quota.

ActionInstant

Docmosis Environment Summary

Retrieve the environment’s status, plan, and quota summary.

ActionInstant

Docmosis: Get API Key

Retrieve the API access key from connection metadata.

ActionInstant

Get Batch Upload Status

Check the progress or completion status of a template batch upload.

ActionInstant

Download Docmosis Images

Download stored image files.

ActionInstant

Get Docmosis Render Queue

Retrieve the current render queue status and usage.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Docmosis, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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