Start a campaign document workflow from an existing automation
Reuse an existing automation as a starting point when a new campaign needs a similar document workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Why this helps
Rebuilding a similar document setup from scratch adds avoidable steps during campaign preparation.
- Reuse an existing automation as a starting point.
- Reduce repeated setup effort for similar campaign workflows.
- Keep the duplication request and run report together.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and DocsAutomator once in the Notis portal.
- 2Create a named Notis automation for campaign workflow duplication.
- 3In one instruction, ask Notis to duplicate the specific existing automation referenced in the request.
- 4Choose a webhook trigger, then choose where run reports should go.
- 5Send one real request and review the new copy in DocsAutomator.
Questions about this workflow
How is the duplicate named?
DocsAutomator appends " COPY" to the existing automation title.
Does duplication replace the original automation?
No. The action creates a copy of an existing automation. Review the copy before using it for a campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docsautomator. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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