Inspect the invoice document template you plan to use
Fetch a specific template's details so you can confirm it is the right fit for your invoice workflow.
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Using an outdated or unsuitable template can create extra review work after invoice documents are generated.
- Review a specific template before using it.
- Keep invoice workflow setup grounded in actual template details.
- Reduce avoidable rework from choosing the wrong template.
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 to retrieve and summarize the Documint template id you provide before using it for Affinda invoice details.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one known template id and verify the retrieved details.
Questions about this workflow
Can Notis find a template if I do not know its id?
This action retrieves a template by id. Use a separate template-list workflow to see available templates first.
Does it update the template?
No. It only retrieves details for review.
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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