Apply an approved change to a Documint template
Keep approved template adjustments connected to the document workflow that prompted them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s settings or layout.
Why this helps
Template changes can get lost between the request, the existing layout, and the person responsible for making the update.
- Carry the requested template ID and approved change details into one workflow.
- Retrieve and consider current template details before updating, if needed.
- Keep a record of the run through the chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation that applies only explicitly approved template change requests.
- 3Choose a webhook trigger that includes the template ID and requested settings or layout details.
- 4Choose where Notis should send run reports.
- 5Test with one approved request and verify the resulting template.
Questions about this workflow
Can the workflow infer the exact layout change?
Provide the approved changes clearly in the webhook payload. The update action modifies a template by ID, but exact supported settings depend on Documint.
Can it check the current template first?
Yes. A separate Get Template action can retrieve details for a specified ID. This workflow uses Update Template for the change.
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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