Check the document template before preparing a customer file
Use the incoming request to identify the intended template and retrieve its details before your document workflow proceeds.
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
A request can be ready to process while the chosen document template is unclear or out of date for the intended use.
- Retrieve details for the specific template named in the request.
- Catch a missing or incorrect template reference before document generation.
- Keep the document preparation process easier to review.
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 use the template id in the request to retrieve that Documint template's details and report what needs review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and a known template id.
Questions about this workflow
Does this create a PDF?
No. This workflow retrieves a specific template's details using the Get Template action. Use a separate document-generation workflow to create a PDF.
Where does the template id come from?
Include the id in the webhook request or make it available in the automation context. This package does not invent template identifiers.
Can it validate every field in the template?
It can inspect the details returned for the selected template, but the exact validation depends on the details Documint returns and the instruction you give Notis.
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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