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Notis

Know which document templates are available

Set a recurring check that turns your Documint template list into a document inventory you can review.

Trigger

Recurring schedule

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

Action

List Templates

Lists templates in your account.

Why this helps

When templates accumulate, it can be hard to remember what is available and which ones need attention.

  • See the current template list in one reviewable artifact.
  • Make template upkeep a recurring routine.
  • Reduce time spent searching for a suitable template.

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 use Documint to list the account's templates and create an inventory document from the returned details.
  • 4Pick notis_cron and choose the recurring schedule for the review.
  • 5Choose where run reports should go, then test with one real template inventory.

Questions about this workflow

Does Agenty need to detect an event?

No. This workflow uses the Notis cron trigger to start on a recurring schedule; Agenty does not provide listed trigger events.

What does the listing contain?

Documint's List Templates action returns the authenticated account's templates. The generated document can summarize the returned details.

Will this delete or change templates?

No. This workflow lists templates and creates an inventory document; it does not modify them.

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.

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.

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

When this happens · Trigger

Do this · Action

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