Retrieve a Documint template when intake data arrives
Give every incoming request a verified template reference.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Intake systems often pass a template id without anyone checking its current details.
- Verifies template context
- Reduces stale assumptions
- Provides a clear run record
Setup
Build it in a few focused steps.
- 1Connect the source system and Documint in Notis once.
- 2Create an automation named Webhook template detail retrieval.
- 3Tell Notis to retrieve the Documint template identified in each webhook payload and summarize its current details.
- 4Choose a Notis webhook trigger and a report channel.
- 5Test with one payload containing a valid template id.
Questions about this workflow
What must the webhook include?
It should include enough information to identify the Documint template, preferably its id.
What happens for an invalid id?
Notis should report the lookup failure instead of inventing template details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Documint. A trigger fires from one place; an action lands in another.
Timelinesai 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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.
Connect any two apps with Notis in the middle.
Timelinesai and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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