Retrieve the right support template when keywords arrive
Let an important support-call keyword prompt retrieval of the template you use for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Docmosis Templates
Tool to retrieve originally uploaded templates. Use when you need to download template files by name. If multiple names provided (up to 100), templates are returned in a zip archive.
Why this helps
Finding a document template after a high-priority support call adds another task to remember.
- Retrieve the originally uploaded template by its specified name.
- Bring the template into the follow-up workflow when a chosen keyword appears.
- Reduce context switching between call analysis and template retrieval.
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 the named Docmosis support template when your chosen Rev.ai keyword webhook arrives.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real keyword webhook to test template retrieval.
Questions about this workflow
Does retrieving a template fill it with call details?
No. It downloads the originally uploaded template. It does not populate or render the document.
Can several templates be retrieved?
Yes. Docmosis supports retrieval by one or more names, up to its stated limit.
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.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
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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