Skip to content
Notis

Create a Docupilot folder from an intake webhook

Turn a confirmed intake event into an organized workspace immediately.

Trigger

Webhook received

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

Action

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

Why this helps

Intake details can be approved while the operational folder is still missing, delaying every follow-up step.

  • Starts folder setup from an existing intake event
  • Keeps intake context attached to the folder decision
  • Removes a repetitive administrative handoff

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Docupilot once in the Notis portal.
  • 2Create the automation and describe that Notis should use the webhook payload to create a Docupilot folder for the confirmed engagement.
  • 3Pick the Notis webhook trigger and connect the sending system.
  • 4Choose a report channel and test with one real intake webhook.

Questions about this workflow

Does the webhook need to include a folder name?

It should include enough context for Notis to determine a clear name, or Notis can report that information is missing.

Is Fireflies required for this trigger?

The webhook starts this workflow, while Fireflies remains connected as the source app for the package context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies triggers

Docupilot actions

Recurring trigger

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

TriggerScheduled

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Transcription Complete Trigger

Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.

TriggerPolling

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

ActionInstant

Get Authenticated User

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

ActionInstant

Connect any two apps with Notis in the middle.

Fireflies and Docupilot, or any other combination from 1,000+ 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.