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Notis

See your available folders when a record needs review

Bring the available document locations into view when an address or contact detail needs attention.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List all folders

Lists all workspace folders.

Why this helps

A questionable record can send you searching Docupilot to remember what folders already exist before deciding what to do next.

  • Surface current Docupilot folders in response to a review signal.
  • Avoid manually opening another app to check available locations.
  • Keep a data quality concern connected to a concrete next step.

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 retrieve and report the Docupilot folder list when an incoming Addressfinder review request needs attention.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real review request and confirm the report is useful.

Questions about this workflow

Does this workflow move a record into a folder?

No. The available action lists folders only. It does not move records or documents.

What starts the workflow?

A Notis webhook starts it when an external system sends an HTTP request with the relevant Addressfinder review context.

Can Notis determine whether a record has a quality problem?

The webhook should carry that signal or the review criteria. Addressfinder has no listed trigger event in this setup.

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.

TriggerScheduled

Create Docupilot Folder

Creates a folder to organize documents after confirming the workspace context.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Docupilot Folder

Creates a folder to organize documents after confirming the workspace context.

ActionInstant

List all folders

Lists all workspace folders.

ActionInstant

Get Authenticated User

Retrieves details about the authenticated user.

ActionInstant

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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