Get the right Documint template details from Trello
Give your team the template context they need while a deliverable is still fresh.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
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.
Why this helps
People lose time opening several templates just to confirm which fields and settings apply.
- Surface template capabilities early
- Reduce manual checking
- Make handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect Trello and Documint in Notis once.
- 2Create an automation for deliverable template briefs.
- 3Tell Notis to identify the relevant Documint template and retrieve its details for each new deliverable card.
- 4Pick Trello New Card Trigger and choose where run reports go.
- 5Test it with one real card.
Questions about this workflow
How does Notis know which template to retrieve?
Tell it how to identify the template using the card context or a naming convention you already use.
What appears in the report?
The report can summarize the template details returned by Documint and explain their relevance.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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