Keep a Clear View of Your Document Automations
Get a regular inventory of DocsAutomator automations in your chosen report channel, ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Automations
Lists automations in the workspace with their basic details.
Why this helps
It is easy to lose track of document automations when they are spread across projects and setup sessions.
- Retrieve the current list of automations on a recurring schedule.
- Review automation titles and basic details in one report.
- Keep document workflow oversight on a predictable cadence.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis for a recurring document automation inventory.
- 3In one instruction, ask Notis to retrieve the DocsAutomator automation list and summarize its basic details in the run report.
- 4Choose a recurring schedule and where run reports should go, then test the workflow once.
Questions about this workflow
Does this workflow change any automations?
No. It uses the list action to retrieve automations for review.
Can the schedule show when a specific AccuLynx job changed?
No such job history is provided by this trigger or action. This workflow reports the DocsAutomator automation list.
Where does the inventory appear?
Choose a report channel when setting up the Notis automation.
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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