Check the Documint template before generating a document
Confirm the selected template's details before you move from CMS content to document generation.
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
Starting a document run with the wrong template can waste time and produce a document that needs to be redone.
- Retrieves details for the template named in the incoming request.
- Helps verify the intended template before a separate generation step.
- Keeps a template check close to the CMS document request.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Documint once in the Notis portal.
- 2Create an automation and describe how to retrieve and summarize the requested template details.
- 3Pick a webhook trigger and include the Documint template ID in the request.
- 4Choose where Notis should send run reports.
- 5Test with a real template ID and verify the returned details.
Questions about this workflow
Does this workflow generate a PDF?
No. It retrieves one template by ID so its details can be reviewed. Document generation uses a separate Documint action.
Where does the template ID come from?
Include the known Documint template ID in the webhook request. Agility CMS does not supply a Documint template ID automatically.
Can the workflow verify that the template is suitable for the content?
Notis can compare available template details with the request, but the criteria and necessary content must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Documint. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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