Keep prospect document automation settings current
When campaign requirements change, send the update request through Notis and revise the specified DocsAutomator settings.
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 stale template link, title, locale, or activation setting can leave a document workflow out of step with the current campaign.
- Update an existing automation when a campaign request supplies changed settings.
- Only the fields included in the request are updated.
- Keep the trigger and reporting channel consistent across change requests.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis the desired update in plain language.
- 3Describe which existing automation to update and include the changed settings.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real settings update request.
Questions about this workflow
Which settings can this action update?
The action can update supported automation properties such as title, template link, locale settings, and activation status. Only fields included in the request are changed.
Will a webhook start automatically from an Aeroleads event?
Aeroleads has no listed trigger events here. The workflow starts when an HTTP request reaches its Notis webhook.
Does this action modify the document itself?
No. It updates settings on an existing DocsAutomator automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsautomator. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads 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.