Keep linked Documint templates aligned with source updates
When the source changes, give the linked template a clear maintenance pass while the context is available.
Trigger
OneDrive Item Updated Trigger
Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.
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
Small source updates accumulate until the template no longer reflects the current process.
- Reduces template drift
- Keeps approved wording current
- Creates a visible maintenance trail
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Documint once in Notis.
- 2Create an automation named Source update template maintenance.
- 3Describe that Notis should update the specified Documint template according to the approved changes represented by the modified OneDrive item, and report the result.
- 4Pick the OneDrive Item Updated trigger and choose where run reports go.
- 5Test with one controlled source change.
Questions about this workflow
Can this infer changes that are not present in the event?
No. Provide the approved change guidance or ensure the event context contains enough detail.
What if no template identifier is available?
Notis should report that the update cannot proceed safely and ask for the identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Documint. A trigger fires from one place; an action lands in another.
One drive 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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