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List Documint templates for a new intake

Start each intake with a current view of your document templates.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

Why this helps

Choosing a template is slow when the available options are scattered or outdated in memory.

  • Shows the current template catalog
  • Speeds template selection
  • Keeps intake decisions in one report

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Documint once in Notis.
  • 2Create an automation for template discovery.
  • 3Tell Notis to list Documint templates after each response and point out matches based on the submitted request.
  • 4Choose New Form Response as the trigger.
  • 5Pick a report channel and test with one real intake.

Questions about this workflow

Can Notis create a template?

No. This workflow only lists existing Documint templates.

Can it recommend a match?

Yes, it can analyze the response and listed template details to suggest likely matches.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Typeform to Documint. A trigger fires from one place; an action lands in another.

Typeform triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Typeform and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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