Skip to content
Notis

Know where month-end documents belong

Start from an Airwallex event or system signal, check the available Docupilot folders, and get a concise report before finance paperwork piles up.

Trigger

Webhook received

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

Action

List all folders

Lists all workspace folders.

Why this helps

Month-end work often spans payment activity and document storage, leaving founders to remember whether the right Docupilot folder already exists.

  • See the folders available after authentication.
  • Reduce time spent switching between finance activity and document setup.
  • Get a report identifying missing folder context for a human to resolve.

Setup

Build it in a few focused steps.

  • 1Connect Airwallex and Docupilot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for month-end folder review.
  • 3Tell Notis to list Docupilot folders and summarize which finance document categories appear to need an existing folder, without creating one.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real Airwallex-related example and confirm the folder summary is useful.

Questions about this workflow

Does this workflow watch a native Airwallex event?

No. Airwallex trigger events are not available here, so you start it with a Notis webhook.

Will it create missing folders?

No. It lists folders and reports possible organization gaps. Folder creation is not included in this workflow.

When this happens · Trigger

Do this · Action

Lists all workspace folders.

Supported Triggers and Actions

Notis builds workflows that link Airwallex to Docupilot. A trigger fires from one place; an action lands in another.

Airwallex triggers

Docupilot actions

Recurring trigger

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

TriggerScheduled

Create Docupilot Folder

Creates a folder to organize documents after confirming the workspace context.

ActionInstant

Webhook trigger

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

TriggerInstant

List all folders

Lists all workspace folders.

ActionInstant

Get Authenticated User

Retrieves details about the authenticated user.

ActionInstant

Connect any two apps with Notis in the middle.

Airwallex and Docupilot, or any other combination from 1,600+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with $20 of usage included.
No card. Works with personal or business Docupilot.