Review template options for a document request
Keep template discovery close to the request so your team can choose from the options already available in Documint.
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
When the right template is unclear, a document request can stall while someone searches the catalog manually.
- Retrieve the Documint template catalog when a request arrives.
- Use the request details to make the list easier to review.
- Avoid a separate manual lookup.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation to review available templates against request context.
- 3Choose a webhook trigger that includes the type and purpose of the requested document.
- 4Choose where Notis should send run reports.
- 5Test with one real request and review the suggested options.
Questions about this workflow
Will Notis choose and use a template automatically?
This workflow lists templates for review. It does not generate a document or guarantee a match.
Does the request need to include template IDs?
The list action returns templates in the account. Include document purpose and relevant context so Notis can assess the returned 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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