Get a Documint template inventory from an email request
Stop switching apps to answer a simple question about which document templates are available.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Template inventory requests can get buried while you search across email and Documint.
- Reduce app switching when answering template questions
- Review the current template list in a run report
- Keep the original request tied to the automation run
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 list Documint templates when an email requests a template inventory.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real request email.
Questions about this workflow
Does this workflow create or send a document?
No. It lists templates in Documint so Notis can report the available inventory.
How does it know an email is asking for an inventory?
Describe the request in the automation prompt. Notis interprets the email content; there are no filter-building steps.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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