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Notis

Confirm who will receive the Addresszen case

Make account ownership visible before address-driven document work begins.

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 workflow can reach the wrong connected workspace when account identity is assumed instead of checked.

  • Confirms the connected account
  • Adds a clear review point
  • Reduces wrong-workspace handling

Setup

Build it in a few focused steps.

  • 1Connect Addresszen and Docupilot once in the Notis portal.
  • 2Open Automations, select New Automation, and name the account check.
  • 3Tell Notis to read the supplied Addresszen webhook payload, which must contain the validated address or location result, case reference, and intended workspace, then retrieve the authenticated Docupilot user for confirmation.
  • 4Select the webhook trigger, choose where reports go, and test with one real case payload.

Questions about this workflow

What does the action return?

It retrieves information about the authenticated Docupilot user so the connected account can be confirmed.

Does this create a document?

No. It is an identity confirmation step for the supplied Addresszen case.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addresszen to Docupilot. A trigger fires from one place; an action lands in another.

Addresszen 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.

Addresszen and Docupilot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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