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Review a report template before using it

Retrieve the details of a specific template as part of preparing an ad insights document.

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

Generating a report from an unfamiliar template can lead to avoidable rework.

  • Review a specific template's details on request.
  • Prepare a more informed document-generation instruction.
  • Avoid guessing which template to use.

Setup

Build it in a few focused steps.

  • 1Connect Adyntel and Documint once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
  • 3In one instruction, ask Notis to retrieve the specified Documint template so you can review it before creating an Adyntel report.
  • 4Pick a webhook trigger, choose where run reports go, and test with one real example.

Questions about this workflow

What identifier is needed?

Specify the Documint template you want retrieved. The action retrieves one template by its id.

Does retrieving the template generate a PDF?

No. It returns template details. Use the Create Document action separately to generate a PDF.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Adyntel triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Template

Permanently deletes a template.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document

Creates a PDF from template data and returns a download link valid for 24 hours.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

List Documents

Lists documents in your Documint account.

ActionInstant

List Templates

Lists templates in your account.

ActionInstant

Update Template

Updates a template’s settings or layout.

ActionInstant

Connect any two apps with Notis in the middle.

Adyntel and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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