Start document tasks with the right Documint context
A quick template check helps a captured task become easier to execute.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Document tasks feel bigger when the template setup is unknown until the work session begins.
- Lower startup friction
- Reduce context switching
- Make task handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documint once in the Notis portal.
- 2Create an automation that gets details for the template referenced in each new document task.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one task containing a valid template id.
Questions about this workflow
What if the task has no template id?
Notis cannot retrieve specific details without a valid id, so include one or supply it in the automation instruction.
Does it create the document?
No. It prepares context by retrieving template details.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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