Check your Documint templates when a new Airtable view is created
A new view often signals a new way of working. Use it to prompt a quick inventory of document templates and spot whether one needs attention.
Trigger
View Created
Triggers when a new view is created in an Airtable base.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
New Airtable views can arrive without anyone checking whether the existing document templates support the new workflow.
- Get a current template inventory when a view is created.
- Prompt a human review of whether document support is needed.
- Keep new Airtable workflows from slipping past document planning.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to list the Documint templates and summarize them for review when a new Airtable view is created.
- 4Pick the Airtable View Created trigger and choose where run reports should go.
- 5Test with one real view creation and review the returned template inventory.
Questions about this workflow
Does this create a new Documint template?
No. The allowed action lists existing templates. Use the run report to decide whether a new template is needed.
What does the template list include?
The action lists templates in the authenticated Documint account.
Can this tell which template belongs to the new view?
Only if that relationship is available in the returned information or supplied in your instruction. Otherwise, use the list as a review starting point.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Documint. A trigger fires from one place; an action lands in another.
Airtable triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
View Created
Triggers when a new view is created in an Airtable base.
View Deleted
Triggers when a previously known Airtable view is deleted.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Connect any two apps with Notis in the middle.
Airtable and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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