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Notis

Keep your campaign template inventory visible

Get a recurring view of available Docmosis templates so your team can quickly check what is on hand.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Docmosis: List Templates

List templates available in the environment.

Why this helps

Finding out which templates are available can otherwise require a separate manual lookup.

  • Retrieve the available Docmosis templates on a recurring schedule.
  • Keep the inventory result in your run reports for quick reference.
  • Reduce time spent checking template availability manually.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Docmosis once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve the available Docmosis templates for campaign document planning.
  • 4Choose a recurring schedule and report channel, then test with one real example.

Questions about this workflow

Does this workflow upload or create templates?

No. It retrieves the list of templates already available in Docmosis.

Can the list be filtered to a folder?

The Docmosis list templates event supports an optional folder filter. Describe the folder to Notis if you want to use it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Docmosis. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Docmosis actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Docmosis: Delete Image(s)

Delete one or more stored images.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Docmosis: Delete Template(s)

Delete one or more templates from the environment.

ActionInstant

Docmosis Environment Ready

Check whether the environment is active and within quota.

ActionInstant

Docmosis Environment Summary

Retrieve the environment’s status, plan, and quota summary.

ActionInstant

Docmosis: Get API Key

Retrieve the API access key from connection metadata.

ActionInstant

Get Batch Upload Status

Check the progress or completion status of a template batch upload.

ActionInstant

Download Docmosis Images

Download stored image files.

ActionInstant

Get Docmosis Render Queue

Retrieve the current render queue status and usage.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Docmosis, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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