Look up a Documint template from an email
Turn a template question into a focused lookup, with the requested template details ready to review.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Finding the right template and opening its details adds another round of searching to an already busy inbox.
- Bring specified template details into the automation run
- Avoid manually reopening Documint to answer template questions
- Keep the request and lookup associated
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 retrieve the Documint template identified in an email that asks for its details.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real email that identifies a template.
Questions about this workflow
What if the email does not identify a template?
The lookup requires a usable template ID. Ask the sender for the ID or adjust your prompt to handle missing information.
Does this edit the template?
No. Get Template retrieves details for review without changing the template.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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