Confirm the Docupilot account before document work
Check the authenticated Docupilot identity when a campaign document request arrives, so the team can confirm the right account before organizing work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Retrieves details about the authenticated user.
Why this helps
A document request can be delayed when nobody knows which Docupilot account Notis is connected to.
- Retrieve the authenticated Docupilot user's account details after authentication.
- Make account identity visible in the run report for a human to confirm.
- Catch a wrong-account connection before organizing campaign documents.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve the authenticated Docupilot user details when a campaign document request arrives and report the identity for confirmation.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the reported identity matches the intended Docupilot account.
Questions about this workflow
Does the workflow change Docupilot settings?
No. The available action retrieves authenticated user information so the account identity can be checked.
What does ActiveTrail contribute?
The webhook represents a document request associated with your ActiveTrail work. Include any request context you want shown in the report.
Can the identity check create a folder too?
This workflow only checks account identity. Folder creation is a separate Docupilot action and should be used once the workspace context is confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docupilot. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
ActiveTrail and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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