Handle DocsAutomator change requests in one workflow
Turn a clear settings request into an update to the existing automation, then review the run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Automation
Updates settings for an existing automation.
Why this helps
Small automation changes can sit in a queue when they require a manual context switch.
- Start an update from an incoming request.
- Update only the settings described in the request.
- Keep a report of the workflow run.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and DocsAutomator once in the Notis portal.
- 2Create an automation and instruct Notis to update only the specified fields on the identified DocsAutomator automation.
- 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 change request and verify the intended settings.
Questions about this workflow
Can this update every setting at once?
The action updates only fields included in the request. Specify the intended fields and values in the instruction.
Can it upload a PDF template?
No. DocsAutomator PDF templates must be uploaded through its app interface.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsautomator.