Keep your generated documents visible
Get a recurring view of the documents in Documint without remembering to check manually.
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
Generated documents can become hard to find when checking the document list depends on remembering another task.
- Make document inventory checks routine.
- See the returned document list in a run report.
- Reduce the need to open Documint just to check what exists.
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 the documents in Documint and summarize the returned inventory in the run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the returned document list.
Questions about this workflow
Does this create or change documents?
No. It uses Documint's List Documents action to return the documents in the authenticated account.
Can it report on ActiveTrail campaigns too?
Only if you include relevant campaign information in the prompt context or otherwise supply it. This action lists Documint documents.
Can I choose when it runs?
Yes. Choose a recurring schedule when setting up the Notis automation.
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.