Verify the report template before generating a document
Check the details of a specific Documint template from a request, so you can confirm the template choice before preparing a report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves a template’s details.
Why this helps
Using the wrong template can lead to rework when preparing affiliate reports or statements.
- Retrieve a specific template's details before document generation.
- Make the template check part of a repeatable request.
- Reduce avoidable rework from choosing the wrong report layout.
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 check you need.
- 3Tell Notis to retrieve the Documint template using the template ID included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template ID and review the returned details.
Questions about this workflow
Where does the template ID come from?
Provide the Documint template ID in the webhook request or in the automation's available run context.
Does this workflow update the template?
No. It retrieves details for one template. Updating a template is a separate action.
Can this generate the report too?
This workflow checks template details. Document generation requires the Documint Create Document action and the data expected by the template.
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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