Check Documint template coverage on a schedule
Compare the templates you have with the document types your team says it needs to produce.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
Teams can discover a missing template only when a document request is already waiting to be completed.
- Retrieve the current template list on a schedule.
- Compare the list with document types you name in the automation instruction.
- Surface potential gaps in a recurring review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation and name the document types to compare against.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one run and review the coverage summary.
Questions about this workflow
Will Notis know which document types ActiveMerge uses?
Only if you provide that context in the automation instruction or another available input. The template list action returns Documint templates.
Will this create missing templates?
No. It reviews the existing list and reports possible gaps; template creation is not a listed action.
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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