Get DocsAutomator automation details when you need them
Ask for a configuration review and bring the automation details into the same workflow.
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
Finding a specific automation's data source and template details can interrupt focused work.
- Retrieve configuration details for a specific automation.
- Bring data source and template information into a review.
- Start the review with an HTTP request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and DocsAutomator once in the Notis portal.
- 2Create an automation and ask Notis to retrieve details for the DocsAutomator automation identified in the request.
- 3Choose the Notis webhook trigger and arrange for the request source to send an HTTP request.
- 4Choose where run reports should go.
- 5Test with one real request that identifies an existing automation.
Questions about this workflow
What details can this action retrieve?
It retrieves details for a specific automation, including configuration, data source settings, and template information.
Does this action update the automation?
No. Get Automation Details retrieves information without changing the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsautomator. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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