Find existing Documint documents when work starts
Start with a view of existing documents before creating another one.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Busy founders can duplicate documents because prior outputs are hard to locate quickly.
- Reduce duplicate document creation
- Reuse prior work faster
- Add document context to new tasks
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documint once in the Notis portal.
- 2Create an automation asking Notis to list Documint documents and identify items relevant to each new task.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose where run reports go and test with one real task.
Questions about this workflow
Does it know which document is relevant?
Notis can summarize returned document data against the task, but relevance depends on the available names and details.
Does this generate a new PDF?
No. It lists existing Documint documents.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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