Check a Documint template before generating a document
Confirm the details of the intended template when an ActiveMerge request is ready for a document handoff.
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
A wrong or outdated template ID can derail document generation after the source workflow is already underway.
- Retrieve details for the specific template ID in the request.
- Give Notis context to assess the requested document step.
- Catch missing or unexpected template details earlier in the handoff.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation that checks the requested template details.
- 3Choose a webhook trigger that receives the Documint template ID with the ActiveMerge request.
- 4Choose where Notis should send run reports.
- 5Test with one real request and a valid template ID.
Questions about this workflow
Does this action generate a PDF?
No. Get Template retrieves details for one template. Use the Create Document action in a separate workflow when you want PDF generation.
What if the template ID is invalid?
The template lookup may fail. Test with a valid ID from your Documint account.
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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