Check which Docupilot account is connected
Before campaign documents are organized, confirm the identity of the Docupilot account connected to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Retrieves details about the authenticated user.
Why this helps
When more than one workspace or account is in use, it can be unclear which Docupilot identity is connected.
- Retrieve the connected Docupilot user's details
- Reduce uncertainty about the account used for campaign document work
- Make account checks easy to request when needed
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account confirmation.
- 3Tell Notis to retrieve the authenticated Docupilot user's details and report them for confirmation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request.
Questions about this workflow
Does this action list folders?
No. It retrieves information about the authenticated Docupilot user. Use the folder listing action when you need available folders.
Does AimTell trigger this automatically?
No. AimTell has no listed trigger events, so start this workflow with a Notis webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docupilot. A trigger fires from one place; an action lands in another.
AimTell triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Creates a folder to organize documents after confirming the workspace context.
List all folders
Lists all workspace folders.
Get Authenticated User
Retrieves details about the authenticated user.
Connect any two apps with Notis in the middle.
AimTell and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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