Turn verified contact intake into a DocsAutomator setup
Check the contact details and create the requested document automation from one incoming setup request, with the source and template details included.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Automation setup requests can arrive with incomplete or unreliable contact details, creating extra review before document work can begin.
- Check addresses and contact details before acting on an automation request.
- Keep the requested data source and optional Google Doc template together with the setup request.
- Receive a run report showing the setup outcome.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and DocsAutomator once in the Notis portal.
- 2Create an automation and describe checking the request's contact details before creating its requested DocsAutomator automation.
- 3Choose a webhook trigger that receives the request, including the intended data source and optional Google Doc template.
- 4Choose where Notis should send run reports.
- 5Test with one real request and review the contact check and automation setup result.
Questions about this workflow
Does this workflow create the document or just the automation?
It creates a DocsAutomator automation. The available action does not generate a document.
What details must the webhook request include?
Include the requested automation details, including its data source and any optional Google Doc template. Addressfinder can check addresses and validate email or phone details, but it does not supply the DocsAutomator setup configuration.
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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