Turn an approved email into a Documint template update
Keep approved template changes moving from the inbox into Documint with one clear instruction to Notis.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Template edits can sit in the inbox while someone has to reopen Documint and manually apply the requested changes.
- Reduce delays between an approved request and a template update
- Keep the specified change request with the automation run
- Avoid manually switching from email to Documint for routine edits
Setup
Build it in a few focused steps.
- 1Connect Gmail and Documint once in the Notis portal.
- 2Create an automation with a name and prompt describing the outcome.
- 3Tell Notis to update only the specified template when an email clearly authorizes a specific change.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real, approved template change request.
Questions about this workflow
What should the email include?
Include the template identifier, the requested change, and clear authorization. Missing details may prevent a reliable update.
Can this action create a new template?
No. The available action updates an existing template by its ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Documint. A trigger fires from one place; an action lands in another.
Gmail 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
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.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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.
Connect any two apps with Notis in the middle.
Gmail and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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