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Retrieve the connected Docmosis API key when needed

Make the connected Docmosis access key available to an authorized workflow setup when prospect document operations require it.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Docmosis: Get API Key

Retrieve the API access key from connection metadata.

Why this helps

An authorized integration setup can stall while locating the access key in connection metadata.

  • Retrieve the access key from Docmosis connection metadata.
  • Keep an API setup step close to the prospect operations request.
  • Avoid manually searching connection details.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Docmosis once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to retrieve the Docmosis API access key from connection metadata for the authorized prospect operations setup.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test in an authorized setup context and confirm the key is handled securely.

Questions about this workflow

Does retrieving the key call the Docmosis API?

No. The listed action extracts the API access key from connection metadata. It does not perform another Docmosis operation.

Is this needed for every prospect document workflow?

No. Use it only when an authorized setup needs the key. The listed context does not provide an action that renders documents.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Docmosis. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Docmosis actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Docmosis: Delete Image(s)

Delete one or more stored images.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Docmosis: Delete Template(s)

Delete one or more templates from the environment.

ActionInstant

Docmosis Environment Ready

Check whether the environment is active and within quota.

ActionInstant

Docmosis Environment Summary

Retrieve the environment’s status, plan, and quota summary.

ActionInstant

Docmosis: Get API Key

Retrieve the API access key from connection metadata.

ActionInstant

Get Batch Upload Status

Check the progress or completion status of a template batch upload.

ActionInstant

Download Docmosis Images

Download stored image files.

ActionInstant

Get Docmosis Render Queue

Retrieve the current render queue status and usage.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Docmosis, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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