Keep a scheduled inventory of prospect document workflows
Get a recurring inventory of DocsAutomator automations so document workflows supporting prospecting are easier to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Automations
Lists automations in the workspace with their basic details.
Why this helps
Document workflow configurations can become hard to track when prospecting campaigns and templates change over time.
- Retrieve the workspace's DocsAutomator automations on a recurring schedule.
- Review basic automation details without opening each one individually.
- Receive run reports in the channel you choose.
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 to provide a recurring inventory.
- 3Describe that Notis should list DocsAutomator automations for prospect document workflow review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the returned inventory.
Questions about this workflow
Does this verify that each automation is correctly configured?
No. It lists automations with basic details. Use the details action separately when you need a specific automation's configuration.
Does Aeroleads supply the schedule trigger?
No. Aeroleads has no listed trigger events here. This workflow uses a Notis recurring schedule.
Can the report include lead records?
The listed action returns DocsAutomator automation details, not Aeroleads lead records.
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
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