Review Documint templates on a schedule
Get a recurring view of your Documint template catalog without opening another app to check it manually.
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
Template catalogs can grow quietly, making it harder to remember which options support recurring document workflows.
- Retrieve the available template list on a recurring schedule.
- Get a concise review through your chosen Notis report channel.
- Keep template inventory checks from relying on memory.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documint once in the Notis portal.
- 2Create an automation that summarizes the Documint template inventory.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one run and confirm the template list is useful.
Questions about this workflow
Does the schedule inspect ActiveMerge directly?
No. The available trigger is a Notis schedule and the action lists Documint templates. Include any ActiveMerge usage context in your instruction if you want the summary to focus on those workflows.
Can it remove unused templates?
This workflow only lists templates. Deleting a template is a separate action and permanently removes the selected 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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