Move approved template refreshes from Todoist into Documint
Keep the request, update, and outcome connected in one simple flow.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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.
Why this helps
Approved template refreshes still slip when the change request and execution live in different places.
- Reduce handoff gaps
- Preserve the requested change
- Close the loop with a report
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documint once in the Notis portal.
- 2Create an automation that updates the specified Documint template only for tasks marked approved and containing clear instructions.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one approved refresh task.
Questions about this workflow
How does Notis know the task is approved?
State the approval clearly in the task or in the automation instruction.
Can it update several templates in one run?
The action targets one template, so use one task per template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Documint. A trigger fires from one place; an action lands in another.
Todoist 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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