Refresh Documint template settings from a workflow request
Carry a well-defined template settings request from your document workflow to the right Documint template.
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
Small template adjustments can linger in a request thread instead of reaching the document people actually use.
- Use the template ID supplied with the request.
- Apply the change details included in the webhook payload.
- Get a Notis run report for the update.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation that applies clearly specified template settings changes.
- 3Choose a webhook trigger that receives the template ID and requested change.
- 4Choose where Notis should send run reports.
- 5Test with one real request and verify the updated template.
Questions about this workflow
What does the update action change?
It updates a single template by ID. The available context does not enumerate every editable setting, so specify supported changes and verify the result.
Can this action update several templates at once?
The event description specifies one template by its ID. Use a separate request for each template.
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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