Make a reviewed template update easier
Start from the current template details, then apply a clearly specified update through your Documint workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s settings or layout.
Why this helps
Template changes can be easy to lose when requests, current settings, and final updates live in separate places.
- Retrieve current details before making a change.
- Keep the requested update explicit in the run.
- Reduce repeated navigation between a request and template settings.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and report channel.
- 3Tell Notis to retrieve the specified template, review its current details, and apply only the clearly supplied update using Documint.
- 4Pick notis_webhook as the trigger and choose where run reports should go.
- 5Test with a real template id and a reversible, clearly specified update.
Questions about this workflow
What does the automation need to update a template?
Provide the correct template id and the specific settings or layout change. The workflow should use the retrieved details as context.
Can it update an unspecified field?
No. A desired change must be clearly supplied; Notis should not infer an unprovided template change.
Can this action delete a template?
No. Update Template changes a specified template's settings or layout. Deletion is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Documint. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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