Know which Docupilot account Notis is connected to
When you review an integration setup, Notis can retrieve the authenticated Docupilot account details and report which identity the connection uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
It can be hard to remember which account was connected when integrations were first configured, especially across workspaces.
- Confirms the account identity associated with the Docupilot connection.
- Supports a clear connection check when another system requests it.
- Reduces uncertainty during setup review.
Setup
Build it in a few focused steps.
- 1Connect Docupilot to Notis once and Slack if you want run reports there.
- 2Create a webhook automation in the Notis portal.
- 3Write one instruction asking Notis to retrieve the authenticated Docupilot user details when a connection check is requested.
- 4Choose a channel for run reports and configure your setup monitor to send the webhook.
- 5Test with one real connection check and confirm the reported account is expected.
Questions about this workflow
Does this change the connected account?
No. It retrieves the authenticated user's details.
When is this useful?
Use it as a lightweight check during integration setup or a periodic connection review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docupilot. A trigger fires from one place; an action lands in another.
Slack triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 Docupilot, 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 Docupilot.