Get the Setup Details for a Document Automation
Bring the configuration details you need into a job review without searching through automation settings manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Why this helps
When a document workflow needs attention, finding its data source and template details can take time away from the job.
- Retrieve configuration for a specific automation by ID.
- Review its data source settings and template information in a run report.
- Make job-related configuration checks easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis for document automation detail lookups.
- 3In one instruction, ask Notis to retrieve details for the DocsAutomator automation identified by the request ID.
- 4Choose the webhook trigger and report channel, then test with one real automation ID.
Questions about this workflow
What does the lookup return?
It retrieves details including configuration, data source settings, and template information for a specific automation.
Does the action search by job name?
The listed action retrieves details for an automation by its ID. A job name search is not specified.
Does this change the automation?
No. The action retrieves details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docsautomator. A trigger fires from one place; an action lands in another.
Acculynx triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Acculynx and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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