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Notis

Keep a recurring view of your Documint documents

Make document inventory a calm routine. Notis lists your Documint documents on a schedule and reports what is available.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

Why this helps

Document inventories become stale when nobody has time to review them manually.

  • Keep inventory visibility current
  • Support weekly planning
  • Reduce manual catalog checks

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Documint in Notis once.
  • 2Create an automation named Scheduled Documint document inventory.
  • 3Tell Notis to list Documint documents and summarize items that need review or follow-up.
  • 4Pick a recurring schedule as the trigger and choose where run reports go.
  • 5Test with one immediate run using the real account.

Questions about this workflow

Does this require an Outlook event?

No. This workflow uses a Notis schedule as its trigger.

Can the schedule be changed later?

Yes. You can edit the automation trigger in Notis.

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.

TriggerScheduled

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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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