Make a reliable home for client onboarding documents
When a new client message reaches your intake flow, Notis can create a Docupilot folder for onboarding documents, helping you pick up the next step with less searching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Client setup details arrive while founders are handling other work, making it easy to lose track of where onboarding documents belong.
- Create an onboarding location at intake time.
- Keep client setup work easier to resume.
- Reduce manual sorting during the first days of a relationship.
Setup
Build it in a few focused steps.
- 1Connect MailSlurp and Docupilot to Notis once through the portal.
- 2Ask Notis conversationally to create an automation, or use Automations and New Automation in the portal.
- 3Give one plain-language instruction to create a Docupilot folder when the incoming webhook reports a client onboarding email.
- 4Pick the incoming webhook trigger and a channel for reports.
- 5Test with one real onboarding intake event and verify the new folder.
Questions about this workflow
Does this read the client email directly?
The workflow acts on the event sent to the Notis webhook by your MailSlurp-connected intake service.
Will it create onboarding documents?
No. The available Docupilot action creates a folder for organizing onboarding work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link MailSlurp to Docupilot. A trigger fires from one place; an action lands in another.
MailSlurp triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
MailSlurp and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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