Keep a weekly inventory of Documint documents
A weekly document inventory gives your support team a calm checkpoint for tracking what is available before requests pile up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Without a regular inventory, teams lose track of document assets and repeat the same searches.
- Make document availability visible each week
- Reduce repeated manual searches
- Create a dependable operations checkpoint
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation for the weekly document inventory.
- 3Tell Notis to list Documint documents and summarize anything your support team should review.
- 4Choose a recurring Notis schedule and choose a report channel.
- 5Run one scheduled test and confirm the inventory report.
Questions about this workflow
Why connect Zendesk if the trigger is scheduled?
Zendesk remains available as the source context for your support process, while the recurring schedule starts this inventory workflow.
Can Notis update documents in this workflow?
No. This workflow lists documents for review.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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