Find a useful template when a project starts
Keep a current catalogue of available Documint templates ready for the next project kickoff.
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
Starting from scratch or searching through a long template list adds friction at the moment a project should get moving.
- Make available templates easier to discover.
- Give project kickoff a useful starting point.
- Keep the catalogue refreshed on a schedule.
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 list available Documint templates and create a catalogue document using the returned details.
- 4Pick notis_cron and choose how often to refresh the catalogue.
- 5Choose where run reports should go and test with one real template listing.
Questions about this workflow
Can the catalogue include descriptions?
It can include details returned by List Templates. If descriptive information is not returned, provide it separately.
Does the workflow create new templates?
No. It lists existing templates and creates a catalogue document.
Why use a recurring schedule?
A schedule refreshes the catalogue periodically so it is ready to consult when a new project begins.
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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