Get the DocsAutomator setup details you need
An Ably event can prompt Notis to retrieve the details for a specific DocsAutomator automation and report them where you work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Why this helps
Finding an automation's data source and template details can interrupt the work already in front of you.
- Retrieve setup details when they are requested
- Bring data source and template information into one report
- Avoid searching manually through automation settings
Setup
Build it in a few focused steps.
- 1Connect Ably and DocsAutomator once in the Notis portal.
- 2Create an automation that retrieves details for the DocsAutomator automation identified in the incoming request.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real request that identifies an existing automation.
Questions about this workflow
What details can be retrieved?
The action retrieves configuration, data source settings, and template information for a specific automation.
Can this find an automation if its ID is unknown?
This action requires a specific automation ID. Use the list automations action to view workspace automations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docsautomator. A trigger fires from one place; an action lands in another.
Ably triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Ably and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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