Check a template's stored status after you send the follow-up
When a sent message refers to a Docmosis template, retrieve its metadata and error status for a quick follow-up check.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Get Docmosis Template Details
Tool to retrieve metadata for an uploaded template. Returns name, size, MD5 hash, last modified date, and error status. Use after uploading a template to verify it was stored correctly or to check if it has errors.
Why this helps
A template issue can be easy to miss when follow-up lives in Gmail and the template status lives in Docmosis.
- Bring a template's stored metadata into the context of a sent follow-up.
- Spot a reported template error without manually opening Docmosis.
- Keep the check result with the automation run report.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to find a Docmosis template named in each sent email and report its metadata and error status.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test with one sent email that names a template.
Questions about this workflow
Does this check whether a document was rendered successfully?
No. It retrieves template metadata, including the stored error status, and does not report render outcomes.
What if a sent email names no template?
The workflow should report that it could not identify a template to check.
What metadata is returned?
The action returns the template name, size, MD5 hash, last modified date, and error status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docmosis. A trigger fires from one place; an action lands in another.
Gmail triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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Connect any two apps with Notis in the middle.
Gmail and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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