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Notis

Retrieve current Documint template details on demand

Give downstream processes reliable template context. A Notis webhook retrieves the Documint details they need when requested.

Trigger

Webhook received

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

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

Automated processes can act on stale template assumptions without a current detail check.

  • Keep downstream work grounded in current details
  • Reduce stale template assumptions
  • Connect systems with a simple request

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Documint in Notis once.
  • 2Create an automation named Webhook template detail verification.
  • 3Tell Notis to retrieve the requested Documint template details and report the relevant settings or layout information.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Test by sending one real template lookup request.

Questions about this workflow

What must the webhook request include?

It should include enough information for Notis to identify the Documint template to retrieve.

Will it modify the template?

No. This workflow only verifies and reports current 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.

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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