Bring document automation details into campaign reviews
Get the referenced automation's setup details alongside the campaign request that prompted the review.
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
Reviewing a campaign can stall when its document setup details are buried in a separate workspace.
- Fetch configuration, data source settings, and template information for a specific automation.
- Reduce context switching during campaign reviews.
- Keep the request and returned details in one run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and DocsAutomator once in the Notis portal.
- 2Create a named Notis automation for campaign-related configuration lookups.
- 3In one instruction, ask Notis to retrieve details for the DocsAutomator automation identified in the incoming request.
- 4Choose a webhook trigger, then choose where run reports should go.
- 5Send a real request referencing one automation and review the returned details.
Questions about this workflow
Does this fetch every automation's full configuration?
No. It retrieves details for a specific automation. Use the list action first if you need to find which automations exist.
What must the webhook request include?
It must clearly identify the DocsAutomator automation whose details should be retrieved.
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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