Review Documint templates for an ActiveMerge request
See the available Documint templates when a request needs a document, so the right starting point is easier to identify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists templates in your account.
Why this helps
Choosing among existing templates can require a separate search that interrupts the document handoff.
- Retrieve the authenticated account's template list.
- Use request context to identify potentially relevant existing templates.
- Avoid searching the template catalog in a separate tool.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation that reviews templates for each incoming request.
- 3Choose a webhook trigger that includes the document type or request context.
- 4Choose where Notis should send run reports.
- 5Test with one real request and confirm the list helps identify a suitable existing template.
Questions about this workflow
Does the workflow create a template if none fits?
No. List Templates only retrieves the templates in the authenticated account. Template creation is not among the available actions.
Does Notis know the contents of every template?
The action lists templates. If you need details for one specific template, use Get Template with its ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documint. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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