Create a document home when an external project is approved
If your project intake system can send a webhook, Notis can use that event to create the corresponding Docupilot folder and report the result.
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
Project approvals in one system can leave document setup waiting in another, adding another handoff to track.
- Connects an external approval event to document workspace setup.
- Reduces manual handoffs between project intake and document organization.
- Reports the folder creation run in a chosen 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.
- 3Write one instruction asking Notis to create a Docupilot folder for an approved project, using the project details sent with the request.
- 4Choose a channel for run reports and provide the webhook endpoint to the system that sends project approvals.
- 5Test with one real approved project request and confirm the folder was created.
Questions about this workflow
Does the other system need to support webhooks?
Yes. It must send an HTTP request to the Notis webhook when the project is approved.
Does this generate project documents?
No. The listed Docupilot action creates a folder.
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.