Find a Docupilot home for every new card
Start work in the right document workspace without searching manually.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
New cards often require a folder decision before document work can begin.
- Reduce folder search time
- Reuse existing document workspaces
- Make intake decisions easier
Setup
Build it in a few focused steps.
- 1Connect Trello and Docupilot once in the Notis portal.
- 2Create an automation instructing Notis to list folders and recommend the most relevant existing folder for each new card.
- 3Pick the Trello New Card Trigger.
- 4Choose a report channel and test with one real card.
Questions about this workflow
Will this create a folder if none matches?
No. This workflow lists folders and reports the best available candidates.
What makes a folder relevant?
Tell Notis which card context and naming signals should guide the recommendation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docupilot. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
New Activity Trigger
Triggered when there is activity in Trello.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
New Board Trigger
Triggered when a board is created in the specified workspace
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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