Give every new client a Docupilot folder
New client onboarding often starts a chain of small setup tasks. Notis can create the matching Docupilot folder when your onboarding system signals a new client.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Client setup involves several small steps across tools, and a document folder can be missed during a busy handoff.
- Adds document workspace setup to the onboarding event.
- Keeps client folder creation from depending on a remembered follow-up.
- Makes the resulting run visible in your chosen report channel.
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 or ask Notis to create one.
- 3In one instruction, ask Notis to create a Docupilot folder using the client name from each new-client onboarding request.
- 4Choose a channel for run reports and configure your onboarding system to send the webhook.
- 5Test with one real new-client onboarding event.
Questions about this workflow
Will it create folders for existing clients?
It runs when the configured webhook is received, so it is intended for new onboarding events.
Can the folder use the client name?
Tell Notis in the instruction to use the client name included in the webhook request.
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
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