Keep a current inventory of document templates
Create a recurring view of the templates in your Documint account so your team can review what is available.
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 several document workflows rely on templates, it can be hard to remember which templates are available for new requests.
- See the templates available in the connected Documint account.
- Make template review a recurring, predictable task.
- Help the team choose from known templates when preparing documents.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Documint templates and create a concise inventory report for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned template inventory is useful.
Questions about this workflow
Does this list Agile CRM templates?
No. The action lists templates in the authenticated Documint account.
Does listing templates create a PDF?
The listed action returns template records. A document is only generated when using the Create Document action.
Does the inventory show which templates are in use?
The listed action is described as listing templates. Usage status is not guaranteed unless that information is included in the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Documint. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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