Turn Documint template requests into actionable updates
Capture the change once in Todoist and keep the Documint template current.
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
Template edits get delayed when requests live in scattered notes and follow-ups.
- Centralize template change requests
- Reduce missed edits
- Keep document layouts aligned with current needs
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documint once in the Notis portal.
- 2Create an automation instructing Notis to update the named Documint template according to each task, after reviewing its current details.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report channel, then test with one real, specific template change task.
Questions about this workflow
Will every new task change a template?
Only tasks whose instruction clearly requests a Documint template update should be acted on.
What must the task include?
Provide the correct template id and the intended settings or layout change.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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