Get Documint template details from every document request email
Give every request the right template context. Notis retrieves the Documint template details your team needs after an Outlook message arrives.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Teams lose time opening templates manually just to confirm settings before fulfilling an email request.
- Confirm template details quickly
- Reduce back-and-forth before document work
- Create a consistent intake routine
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documint in Notis once.
- 2Create an automation named Email request template details.
- 3Tell Notis to identify the template requested in each new message and retrieve its Documint details for review.
- 4Pick New Outlook Message as the trigger and choose where run reports go.
- 5Test with one real message that names or references a template.
Questions about this workflow
What if the email does not identify a template?
Notis can report that the template is unclear and ask you to provide the missing identifier or context.
Does this change the template?
No. It only retrieves the current template details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Documint. A trigger fires from one place; an action lands in another.
Outlook 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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