Review document templates for invoice processing
See the templates available in Documint before you decide how invoice details should be presented.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists templates in your account.
Why this helps
Invoice document workflows take longer to plan when the right template is difficult to identify.
- Get a current view of available templates.
- Make it easier to choose a starting point for invoice documents.
- Keep workflow planning grounded in your account's actual templates.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documint once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3Ask Notis in one instruction to list your Documint templates as you plan documents based on Affinda invoice details.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one request and review the returned template list.
Questions about this workflow
Will this list only invoice templates?
Documint's listed action returns the account's templates. Ask Notis to help identify relevant options from the returned information.
Can this workflow process an invoice?
No. It only lists Documint templates. Invoice processing would need a separate workflow that uses Affinda and a document-generation action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documint. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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