Review contact details before updating an automation
Route a settings change through a quick contact review, then update only the DocsAutomator fields named in the request.
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
Settings changes can be delayed when requests arrive with contact details that need a separate check before someone acts.
- Check supplied addresses, emails, and phone numbers as part of a settings request.
- Apply only the DocsAutomator settings fields named in that request.
- Keep the request and outcome visible in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and DocsAutomator once in the Notis portal.
- 2Create an automation and tell Notis to check supplied contact details, then update only the DocsAutomator settings specified in the request.
- 3Choose a webhook trigger that receives the request and identifies the automation and fields to update.
- 4Choose where Notis should send run reports.
- 5Test with one real settings request and review the contact check and update result.
Questions about this workflow
Which settings can this update?
The DocsAutomator action supports fields such as title, template link, locale settings, and activation status. Include the intended changes in the request.
Will a contact check change the automation settings?
Addressfinder checks supplied contact details. The DocsAutomator update uses the requested automation settings; the request must specify which fields to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docsautomator. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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