Update a Documint template from an approved request
Move approved template changes forward while the request is in view.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
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.
Why this helps
Approved template edits can stall when they require a separate handoff and portal visit.
- Captures the requested change while context is available
- Creates a consistent update handoff
- Reduces forgotten template edits
Setup
Build it in a few focused steps.
- 1Connect Typeform and Documint once in Notis.
- 2Create an automation for approved template changes.
- 3Tell Notis to update the Documint template id and settings stated in an approved response, asking for clarification when required details are missing.
- 4Choose New Form Response as the trigger.
- 5Choose a report channel and test with one approved example.
Questions about this workflow
What if the response lacks a template id?
Notis should report the missing id instead of guessing.
Can this update layout settings?
Yes, when the requested settings are supported by the connected Documint tool.
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.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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.
New Form Response
Triggers when a respondent completes and submits the form.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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.
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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