Check template availability before generating documents
See which templates are available before preparing campaign documents from ActiveTrail data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists templates in your account.
Why this helps
Starting a document run without knowing which templates are available can add a preventable interruption to campaign work.
- Review the available Documint templates before preparing a document run.
- Reduce interruptions caused by searching for a suitable template.
- Use the returned inventory to decide what to prepare next.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Documint once in the Notis portal.
- 2Create an automation by naming it and adding a prompt, report channel, and trigger.
- 3Tell Notis to list available Documint templates when the webhook arrives and summarize the results for the upcoming campaign document run.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and confirm the template inventory is useful.
Questions about this workflow
Does the webhook need to include campaign data?
Not for listing templates. It can signal that a document run is approaching; include campaign context if you want it reflected in the report.
Can this select a template and generate a PDF?
This workflow only lists templates. Use the returned inventory to review available choices before creating a separate document run.
What does the action return?
Documint's List Templates action returns the templates in the authenticated account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Documint. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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