Fetch template details during a document handoff
Bring the specified template details into the same review as the request that needs the document.
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
Reviewing a document request without the matching template details can lead to avoidable back and forth.
- Retrieve one template by its ID.
- Review the template alongside the request context.
- Reduce manual searching during a handoff.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation to retrieve and summarize the requested template details.
- 3Choose a webhook trigger carrying the Documint template ID and handoff context.
- 4Choose where Notis should send run reports.
- 5Test with one real handoff and a valid template ID.
Questions about this workflow
Does this workflow change the template?
No. Get Template retrieves details. Use Update Template for a specified change.
What if the handoff does not include a template ID?
The action needs the ID of a specific template. Include it in the request or use a template list workflow to review available options.
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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