Get a recurring overview of Documint documents
Make the current Documint document list easier to scan as part of a regular operations review.
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
Finding time to check document records often slips when it requires a separate manual review.
- List documents in the authenticated Documint account on a schedule.
- Receive a Notis summary through the report channel you choose.
- Add a predictable document check to an existing review routine.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation to summarize the Documint document list.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one run and review the returned document summary.
Questions about this workflow
Can the action filter documents by date or status?
The listed action retrieves documents from the account, and no filters are specified. Ask Notis to summarize the returned data, but do not assume unavailable fields are present.
Does this create or change documents?
No. List Documents retrieves the account's documents for review.
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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