Apply Requested Changes to a Document Automation
Send a clear update request and let Notis apply the specified changes to the right DocsAutomator automation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Automation
Updates settings for an existing automation.
Why this helps
Document automation settings can become stale when job processes change and updates get buried in other work.
- Apply requested changes to an existing automation.
- Use the automation ID and settings supplied in the webhook request.
- Reduce manual navigation when a job process needs a document setup change.
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 updates.
- 3In one instruction, ask Notis to update the existing DocsAutomator automation identified in the request, changing only the settings explicitly provided.
- 4Choose the webhook trigger and where run reports should go, then test with one real request that includes an automation ID and requested changes.
Questions about this workflow
What does the request need to identify?
It should include the DocsAutomator automation ID and the settings to update. The action updates only fields included in the request.
Can this update an automation without an ID?
The request should provide the automation ID so the intended existing automation can be identified.
Can the workflow change activation status or template link?
The action supports updating properties such as title, template link, locale settings, or activation status when the request supplies the intended values.
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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