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Notis

Return current Docupilot folders to routing systems

Let connected systems ask where a request belongs without relying on stale folder lists.

Trigger

Webhook received

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

Action

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

Why this helps

External intake tools often route work using outdated workspace information.

  • Use current workspace data
  • Reduce routing guesswork
  • Keep human review for ambiguous requests

Setup

Build it in a few focused steps.

  • 1Connect Docupilot in Notis.
  • 2Create an automation that reads the webhook request, lists all available folders, and reports suitable options.
  • 3Choose a Notis webhook trigger and configure the sender with its endpoint.
  • 4Select a report destination.
  • 5Send one real routing request.

Questions about this workflow

Does this automatically move documents?

No. It lists folders and reports routing options using the available action.

What if several folders match?

Ask Notis to return the matches with a short reason and mark the request for a decision.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Typeform triggers

Docupilot actions

Recurring trigger

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

TriggerScheduled

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

ActionInstant

Get Authenticated User

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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