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Notis

Verify Docupilot identity from a webhook

Confirm the connected account at the point your process begins.

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

Internal tools may start work without making the active Docupilot account visible to the operator.

  • Confirms the active account on demand
  • Creates an auditable run result
  • Reduces workspace confusion

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Docupilot once in Notis.
  • 2Create an automation that retrieves and reports the authenticated Docupilot user when called.
  • 3Choose a webhook trigger in the automation setup.
  • 4Select where run reports should go.
  • 5Send one real webhook request and review the identity result.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it.

Does the webhook need a message body?

Only include context you want reported; the identity check itself uses the connected Docupilot account.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Docupilot. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Docupilot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

ActionInstant

Get Authenticated User

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Docupilot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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