Prepare a template change review from Slack
When a teammate requests a template change in Slack, prompt Notis to retrieve the current Documint template details before you review the request.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Template change requests can require extra hunting before you can even understand the current setup.
- Retrieve current template details when a change request arrives.
- Create a practical first step for reviewing the request.
- Reduce the effort of returning to a request after interruption.
Setup
Build it in a few focused steps.
- 1Connect Slack and Documint to Notis once in the portal.
- 2Create an automation with a plain-language instruction describing change requests and the template to retrieve.
- 3Select the Slack channel message trigger and choose a channel for run reports.
- 4Test using one real template change request.
Questions about this workflow
Does this apply the requested change?
No. Get Template retrieves details. The available actions also include Update Template, but this workflow is a review lookup.
Why retrieve details first?
The action description identifies retrieval as a way to fetch template details before generating documents.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.