Bring document automation options into campaign planning
Get a current list of available automations before planning the next campaign's document work.
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
Campaign planning can repeat work when teams cannot quickly see which document automations already exist.
- See existing automation options during campaign planning.
- Reduce duplicate setup requests.
- Get basic details in a recurring 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 planning preparation.
- 3In one instruction, ask Notis to list DocsAutomator automations and summarize their basic details for an upcoming planning review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the returned list supports planning.
Questions about this workflow
Can this recommend an automation for a campaign?
Notis can summarize returned basic details, but a recommendation depends on criteria you provide in the instruction.
Will it include template and data source configuration?
The list action returns basic details. Use Get Automation Details for configuration, data source settings, and template information about a specific automation.
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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