Give every verified client a clear place for documents
A verified client record can start a tidy document workspace, without a manual folder setup step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Why this helps
After checking a new client’s details, you still have to switch tools and create a folder before document work can begin.
- Start client document work with a consistent folder name.
- Reduce tool switching after an address verification.
- Keep folder creation tied to a real incoming verification request.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Docupilot once in Notis.
- 2Create an automation in Notis Automations or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Docupilot folder using the verified client name from the incoming Addressfinder request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real verification request and confirm the folder name and workspace context.
Questions about this workflow
Does Addressfinder provide a Notis trigger event for this workflow?
No. Start it with a Notis webhook that receives an HTTP request containing the Addressfinder verification result.
What information should the webhook include?
Include the verified client name and enough context to identify the intended Docupilot workspace. Provide any client identifier you want reflected in the folder name.
Will this workflow create a document or contract?
No. The available Docupilot action creates a folder. Document generation and contract sending are not available actions in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docupilot. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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