Clear retired Documint templates from your workspace
When support confirms a document template is no longer needed, let Notis handle a deliberate cleanup request with the correct template id.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Why this helps
Unused templates clutter document workspaces and make it harder to choose the right approved asset.
- Reduce clutter in the template library
- Lower the chance of selecting retired documents
- Tie cleanup to a concrete support signal
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation for confirmed template retirement.
- 3Tell Notis to permanently delete the specified Documint template only when the new ticket confirms it is obsolete.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real retirement ticket and verify the deletion report.
Questions about this workflow
Is deletion permanent?
Yes. Documint permanently deletes the single template by its id, so verify the id and retirement condition in your instruction.
Can this delete a template based on any ticket?
Only when your prompt defines a clear confirmation condition for retirement.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.