Get Documint template details from a Slack DM
Answer private template questions with the latest details in one automated 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
Private requests get lost when someone has to search Documint manually before answering.
- Shortens research time
- Keeps answers based on current data
- Avoids switching between apps
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Documint in Notis once.
- 2Create an automation named Template detail check.
- 3Tell Notis to identify the requested template id and retrieve its Documint details.
- 4Pick Direct Message Received as the trigger.
- 5Choose where reports go, then test with one real DM containing a template id.
Questions about this workflow
What if the message has no template id?
Notis can report that the identifier is missing so you can clarify the request.
Does it edit the template?
No. This workflow only retrieves details with the Get Template action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Documint. A trigger fires from one place; an action lands in another.
Slackbot 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
Slackbot and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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