Review document activity after a customer call
Use a keyword event from a customer call to bring relevant tagged Docmosis render activity into view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Render Tags
Tool to retrieve statistics on renders tagged with user-defined phrases. Returns page counts and document counts aggregated monthly. Use when reporting activity of user groups or features.
Why this helps
It is difficult to keep an eye on document activity when call insights and render reporting live in separate places.
- Retrieve monthly page and document counts for a user-defined render tag.
- Connect a call keyword handoff with a relevant activity check.
- Make usage reporting easier to revisit during customer follow-up.
Setup
Build it in a few focused steps.
- 1Connect Rev.ai and Docmosis to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis to create one in plain language.
- 3Tell Notis to retrieve monthly render statistics for your chosen Docmosis tag when a customer-call keyword webhook arrives.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real keyword webhook to confirm the tag lookup.
Questions about this workflow
Does the keyword automatically become a Docmosis tag?
No. Specify a user-defined Docmosis render tag in your instruction; the action reports statistics for that tag.
What time period does the action cover?
It returns page and document counts aggregated monthly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Rev ai to Docmosis. A trigger fires from one place; an action lands in another.
Rev ai triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Rev ai and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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