Check the configuration behind a deal document workflow
Ask Notis to fetch the details for a specific DocsAutomator automation and summarize them against the deal context in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Why this helps
Before relying on a document workflow for a deal, founders may need to reopen the automation just to confirm its source and template.
- Retrieve configuration details for a specific automation.
- Review data source and template information in a concise report.
- Check a workflow before relying on it for deal documents.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocsAutomator once in the Notis portal.
- 2Create an automation named Check deal automation setup and describe which returned details to summarize.
- 3Choose a Notis webhook trigger and include the deal context and DocsAutomator automation identifier.
- 4Choose where run reports go.
- 5Test with one real automation identifier and review the returned details.
Questions about this workflow
Does this action find an automation by deal name?
The action retrieves details for a specific automation by its ID, so include that identifier in the webhook request.
Does it validate whether the deal data is complete?
It returns automation configuration details. Any deal-specific data not included in the request or returned details must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsautomator. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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