Create client folders from intake webhooks
Move incoming client requests into a ready document workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
External forms and portals can create document work without a prepared filing space.
- Starts client work immediately
- Creates a repeatable intake path
- Keeps external requests visible in Notis reports
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docupilot once in the Notis portal.
- 2Create an automation describing when an intake request should create a client folder.
- 3Choose a Notis webhook trigger and provide its endpoint to the sending system.
- 4Select a report channel and test with one real intake payload.
Questions about this workflow
Does this require Todoist data?
No. A webhook can carry the intake context directly, while Todoist remains connected for the broader workflow package.
What must the webhook include?
Include enough client and workspace context for Notis to decide whether a folder should be created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docupilot. A trigger fires from one place; an action lands in another.
Todoist triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New Task Created
Trigger when a new task is added to Todoist.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
Todoist and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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