Keep a recurring view of your Docmosis templates
A periodic template list can help you remember what is available in Docmosis. Ask Notis to retrieve the list and report the names on a schedule you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
Why this helps
Template libraries can grow while teams lose track of what is available.
- See the available template names in a recurring report.
- Make it easier to notice library changes between manual reviews.
Setup
Build it in a few focused steps.
- 1Connect Docmosis once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3In one instruction, ask Notis to list available Docmosis templates and summarize the returned names.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the automation once and review the report.
Questions about this workflow
Can the template list be filtered?
The action supports optional folder filtering and pagination. State the folder or scope you want in your instruction if relevant.
Does this download the templates?
No. This action lists templates. Downloading is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docmosis. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
Contact Created Trigger
Contact Created Trigger
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Hubspot and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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