Keep document automation settings aligned with campaign changes
Send a clear change request to Notis and update the Docsautomator automation it identifies, with a report of what changed.
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
A campaign pause or change can leave its related document workflow active or configured with outdated settings.
- Route a specific campaign change to the related document automation.
- Update only the settings included in the request.
- Receive a report that makes the requested change easy to review.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docsautomator once in the Notis portal.
- 2Create an automation in Notis, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to update the specified Docsautomator automation using only the settings and change details supplied with the campaign request.
- 4Choose a webhook trigger and arrange for your external tool or backend to send the request to Notis.
- 5Choose where run reports go, then test with one real change request.
Questions about this workflow
Can Notis infer which Docsautomator automation belongs to a campaign?
Only when the request or available data identifies the automation clearly. Supply its identifier or other unambiguous reference; the workflow should report when the match is missing.
Which settings can the workflow change?
The Update Automation action supports automation properties such as title, template link, locale settings, and activation status. The request should specify the intended change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docsautomator. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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