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Notis

Get a scheduled inventory of your document automations

See what document automations are in your workspace without opening each one to make a list.

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

Document automation setups become hard to keep track of when the inventory lives in another workspace.

  • Get a recurring view of automations and their basic details.
  • Reduce time spent manually checking DocsAutomator.
  • Keep an operational review in a chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and DocsAutomator once in the Notis portal.
  • 2Create a named Notis automation for a recurring inventory review.
  • 3In one instruction, ask Notis to list DocsAutomator automations and summarize their basic details.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real run and check that the inventory is useful.

Questions about this workflow

Does the schedule need an ActiveCampaign event?

No. A recurring Notis schedule starts this workflow because ActiveCampaign has no listed trigger events here.

Does the list include full automation configuration?

No. The list action returns basic details. Use the Get Automation Details action when you need configuration, data source settings, and template information for 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.

TriggerScheduled

Create Automation

Creates a document automation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Automation

Permanently deletes an automation and all associated data; this cannot be undone.

ActionInstant

Duplicate Automation

Duplicates an automation, appending “COPY” to the copy’s title.

ActionInstant

Get Automation Details

Retrieves details about an automation, including its configuration and template.

ActionInstant

Get Queue Statistics

Retrieves current document generation queue statistics for the workspace.

ActionInstant

List Automations

Lists automations in the workspace with their basic details.

ActionInstant

List Signing Sessions

Lists signing sessions.

ActionInstant

Send Test Email

Sends a test email with a sample PDF attachment to check email delivery.

ActionInstant

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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