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Notis

Get a scheduled inventory of Documint templates

See which templates are in your Documint account without opening another dashboard to collect the list.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Templates

Lists templates in your account.

Why this helps

Template inventories are easy to overlook when they require a separate manual check, especially across multiple document workflows.

  • Collects the available templates in one scheduled run.
  • Makes it easier to review template names and identifiers.
  • Delivers the inventory through the selected run report channel.

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 templates and summarize the results.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test the automation once and confirm the returned template inventory is useful.

Questions about this workflow

Does this workflow use Agility CMS content?

No. It uses the allowed Notis schedule trigger to run a Documint template inventory; Agility CMS has no listed trigger events.

Does the workflow change any templates?

No. It lists templates for review and does not modify or delete them.

What information can I expect?

The List Templates action returns the templates available in the authenticated Documint account.

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.

TriggerScheduled

Delete Template

Permanently deletes a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a PDF from template data and returns a download link valid for 24 hours.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

List Documents

Lists documents in your Documint account.

ActionInstant

List Templates

Lists templates in your account.

ActionInstant

Update Template

Updates a template’s settings or layout.

ActionInstant

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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