Check template details before generating an AimTell document
Retrieve the selected Documint template details as a deliberate review step before preparing a document from AimTell information.
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
A mistaken template choice can create rework when document preparation starts without checking the template first.
- Retrieve details for one template by its id.
- Review the selected template before a separate document generation step.
- Make template checks part of a repeatable webhook workflow.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Tell Notis to retrieve the Documint template details for the template id you provide before your AimTell document run.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real template id and confirm the returned details.
Questions about this workflow
Where does the template id come from?
Supply the id for the specific template you want to retrieve. The action does not select a template automatically.
Does fetching details also create a PDF?
No. Get Template retrieves one template's details. Create Document is a separate action.
Can the webhook carry the template id?
Yes, the HTTP request can start the workflow, and you can instruct Notis to use an id supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Documint. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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