Start each support day with a Documint template review
A short daily template inventory keeps support operations aware of the documents available for customer work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Template drift goes unnoticed when no one has a predictable moment to review the library.
- Create a reliable review habit
- Spot template changes earlier
- Give the team a shared daily starting point
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation for the daily template review.
- 3Tell Notis to list Documint templates and summarize items that need support operations attention.
- 4Choose a recurring Notis schedule and choose a report channel.
- 5Run one scheduled test and review the report.
Questions about this workflow
Does this depend on a Zendesk event?
No. This workflow starts from a recurring Notis schedule.
Can the report go to a team channel?
Yes. Choose the report channel during automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Documint. A trigger fires from one place; an action lands in another.
Zendesk 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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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 User Created
Triggered when a new user is created in Zendesk.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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