Add a Documint records check to your routine
Give document review a predictable place in your routine, with the current Documint list ready when the reminder arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in your Documint account.
Why this helps
Important document reviews can be missed when nobody owns the reminder to open the document system.
- Pair a recurring trigger with a current document list.
- Receive the run report where your team can review it.
- Keep a document check from depending on someone remembering to open Documint.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation to retrieve the Documint document list and summarize it for review.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test one run and confirm the reminder and list arrive in the right place.
Questions about this workflow
Does this confirm that each record is complete?
No. The listed action returns documents. Completeness can only be assessed if the necessary information is returned or supplied.
Can I choose how often it runs?
Yes. Select a recurring schedule when creating the automation in Notis.
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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