Keep a simple recurring view of your document templates
Choose a recurring schedule and let Notis gather the template list for a focused review in your run reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in your account.
Why this helps
Document templates can become hard to keep track of when you have to remember to check the account manually.
- Make a template inventory review part of a recurring routine.
- Reduce the need to open Documint just to inspect the list.
- Keep a run report for each scheduled check.
Setup
Build it in a few focused steps.
- 1Connect Documint once in the Notis portal.
- 2Create an automation named for the template inventory review.
- 3Tell Notis to list the templates in your Documint account and summarize the results in its run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the report contains the returned template list.
Questions about this workflow
What does this workflow retrieve?
It uses Documint's List Templates action to list templates in the authenticated account.
Can it identify outdated templates automatically?
The action returns a list. Identifying outdated templates requires criteria or history that you provide.
Does it change any templates?
No. It lists templates for review and does not edit or delete them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Documint. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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