Review Docupilot folders for incoming requests
Route new document requests using the folders you already have.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
New requests often create duplicate workspaces because existing folders are hard to scan quickly.
- Reuses existing folders when possible
- Makes routing decisions faster
- Keeps intake review consistent
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docupilot once in the Notis portal.
- 2Create an automation asking Notis to list folders and compare them with webhook context.
- 3Choose a Notis webhook trigger and connect the sender.
- 4Choose a report channel and test with one incoming request.
Questions about this workflow
Does it automatically move a request?
No. It lists folders and provides a routing recommendation based on the information available.
What if no folder matches?
The report can flag that a new folder may be needed, subject to your instructions.
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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