Preflight a Documint template for Agiled work
Check the selected template details before committing Agiled context to a generated document.
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
Using an outdated or unsuitable template can create rework after document generation.
- Retrieve the specified template's details before a document run.
- Catch template mismatches earlier in the workflow.
- Keep the check focused on the requested template.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Documint once in the Notis portal.
- 2Create an automation named Template Preflight Check.
- 3Tell Notis to retrieve the specified Documint template and compare its details with the intended Agiled document use, reporting any mismatch.
- 4Choose the webhook trigger and run report destination.
- 5Test with one real template ID and confirm the returned details.
Questions about this workflow
Does the automation choose a template ID for me?
No. Provide the template ID in the webhook request or prompt.
Does this generate a document?
No. It retrieves template details for a preflight check. Document generation uses the separate Create Document action.
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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