Keep your Docmosis template list easy to find
Get a recurring report of available templates so you can quickly see what your team can use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
Why this helps
Template names and folders can be hard to recall when document work starts, leading to avoidable searches and interruptions.
- Make available template names easier to find.
- Reduce time spent searching Docmosis before document work.
- Give your team a recurring reference in its chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to list available Docmosis templates and summarize the names in a recurring report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and confirm the inventory includes the templates you expect.
Questions about this workflow
Can the inventory be limited to a folder?
The list templates action supports an optional folder filter. State the folder in your instruction if you want a scoped list.
Does this create or update templates?
No. It lists available templates and reports the results.
How often will the report arrive?
Choose the recurring schedule when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docmosis. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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