Give new Trello boards a document baseline
See the document landscape before a new board fills with work.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Teams start new boards without knowing which documents already exist or can be reused.
- Expose reusable documents
- Reduce duplicate work
- Improve board planning
Setup
Build it in a few focused steps.
- 1Connect Trello and Documint in Notis once.
- 2Create an automation for new board document baselines.
- 3Tell Notis to list Documint documents and summarize those relevant to the new board's stated purpose.
- 4Pick Trello New Board Trigger and choose where run reports go.
- 5Test it with one real board.
Questions about this workflow
Can the baseline include document age?
Only if that information is returned by Documint or supplied in your instruction.
Is this a migration?
No. It is an inventory and relevance summary for the new board.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Documint. A trigger fires from one place; an action lands in another.
Trello 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
Card Archived Trigger
Triggered when a card is archived in the specified board
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
New Activity Trigger
Triggered when there is activity in Trello.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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