Keep important template details close at hand
Review a chosen template's current details on a schedule before relying on it for recurring documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Template
Retrieves a template’s details.
Why this helps
When recurring work depends on a particular template, its current settings can be easy to overlook until a document run is due.
- Make a chosen template's current details easier to review.
- Build a recurring check into existing campaign operations.
- Spot template details that may need attention before document generation.
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 retrieve and summarize the details for the specified Documint template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template id and review the returned details.
Questions about this workflow
What information is needed?
The prompt needs the Documint template id to retrieve. Provide the correct id for the template you want to review.
Does this edit the template?
No. Get Template retrieves details. Updating a template requires a separate action.
Can it compare template details over time?
Not by itself. It can report the details returned at each run, but a historical comparison requires supplying or retaining prior results.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.