Look up a Documint template from a DM
When a direct message raises a document request, Notis can retrieve the relevant Documint template details to support your next step.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Small document requests buried in DMs can be hard to revisit when the exact template is unclear.
- Turn a direct message into a focused template detail lookup.
- Keep recurring document requests from becoming memory tasks.
- Provide context before someone handles the request manually.
Setup
Build it in a few focused steps.
- 1Connect Slack and Documint to Notis once in the portal.
- 2Create an automation with one plain-language instruction naming the DM request context and the relevant template to retrieve.
- 3Select the Slack direct message trigger and choose a channel for run reports.
- 4Test with one real DM example and review the run.
Questions about this workflow
Does the trigger include group or multi-party direct messages?
The supplied Slack event is described as catching DMs across all DM channels.
Can it retrieve any template without an identifier?
The action retrieves one template by its ID, so the prompt should make the intended template clear in the connected workflow context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Documint. A trigger fires from one place; an action lands in another.
Slack triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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