Find document follow-ups across Agiled and Documint
Review generated documents alongside ongoing Agiled work so document follow-ups are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in your Documint account.
Why this helps
Generated documents can be overlooked when their status and related work live in separate tools.
- Review the available Documint document list on a schedule.
- Compare document records with relevant Agiled work context.
- Get a concise report of possible follow-ups and uncertain matches.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Documint once in the Notis portal.
- 2Create an automation named Document Follow-up Audit.
- 3Ask Notis to list Documint documents, compare them with relevant Agiled work context, and report possible follow-ups while identifying uncertain matches.
- 4Choose a recurring schedule and where run reports go.
- 5Test one run and review the reported matches.
Questions about this workflow
Can the workflow confirm that a client opened a PDF?
No. The listed action returns a document list, and no open or delivery status is specified.
What happens when a document cannot be matched to Agiled work?
The prompt can ask Notis to flag the match as uncertain instead of treating it as confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Documint. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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