See which Docmosis templates are ready for an Agiled deal
Get a quick view of available document templates when a deal needs paperwork.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Docmosis: List Templates
List templates available in the environment.
Why this helps
Deal handoffs can stall while someone checks which document templates exist.
- Check available templates at the point of handoff.
- Reduce manual searching across tools.
- Send a clear run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis in plain language.
- 3In one instruction, ask Notis to check the available Docmosis templates when the Agiled deal handoff arrives and summarize the result.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real deal handoff.
Questions about this workflow
Does this generate a document?
No. The available Docmosis action lists templates. It can report which templates are available, but it cannot render a document.
What starts the workflow?
A Notis webhook starts it. Agiled does not expose a trigger event in this workflow package, so the webhook must receive the handoff request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docmosis. A trigger fires from one place; an action lands in another.
Agiled triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Delete one or more stored images.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Delete one or more templates from the environment.
Docmosis Environment Ready
Check whether the environment is active and within quota.
Docmosis Environment Summary
Retrieve the environment’s status, plan, and quota summary.
Docmosis: Get API Key
Retrieve the API access key from connection metadata.
Get Batch Upload Status
Check the progress or completion status of a template batch upload.
Download Docmosis Images
Download stored image files.
Get Docmosis Render Queue
Retrieve the current render queue status and usage.
Connect any two apps with Notis in the middle.
Agiled and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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