Review Documint documents with a scheduled list
Get a periodic view of documents in Documint without manually opening the account to check the list.
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
Document follow-up can slip when checking what has been generated means remembering to visit a separate tool.
- Runs a recurring document list check.
- Summarizes available records in a single run report.
- Makes document follow-up easier to remember.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Documint once in the Notis portal.
- 2Create an automation and ask Notis to list Documint documents and summarize the returned records.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test once and confirm the listing contains the details you need to review.
Questions about this workflow
Does the action return only documents created from Agility CMS?
No. List Documents lists documents in the authenticated Documint account. Any filtering depends on information the action returns.
Can this workflow create or send documents?
No. It lists documents for review; it does not create or deliver them.
Can I choose a reporting cadence?
Yes. Choose the recurring schedule when setting the Notis trigger.
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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