Review your available affiliate document templates
Get a recurring view of your Documint template catalog, so you can see which layouts are available when preparing affiliate documents.
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
When templates accumulate, it takes extra searching to find the right layout for a statement or report.
- See the available Documint templates in a recurring run report.
- Make template review part of a predictable operations routine.
- Find a suitable layout more quickly when preparing affiliate documents.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Documint once in the Notis portal.
- 2Create an automation in Notis and describe the template catalog review.
- 3Ask Notis to list the templates and summarize the returned options for affiliate documents.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the template summary is clear.
Questions about this workflow
Does this change or delete templates?
No. It lists available templates and can summarize the returned options. It does not modify them.
Can it tell me which template is outdated?
The available action lists templates, but no template history or usage baseline is specified. Supply review criteria or relevant history if you want that assessment.
Can I run this only when needed?
This workflow uses a recurring schedule. For an on-demand run, create a separate workflow with a webhook trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Documint. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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