Keep deal document automation settings current
Send the automation identifier and requested setting changes to Notis, then get a report on the DocsAutomator update.
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 document workflow can drift from a deal team's needs when settings are changed in a separate tool and the update is forgotten.
- Update only the automation fields included in the request.
- Tie a requested settings change to deal operations context.
- Get a report after the update action runs.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocsAutomator once in the Notis portal.
- 2Create an automation named Update deal document automation and describe the settings change to apply.
- 3Choose a Notis webhook trigger and include the DocsAutomator automation identifier and requested setting values.
- 4Choose where run reports go.
- 5Test with one real settings change and verify the updated automation.
Questions about this workflow
Will omitted fields be changed?
No. Only fields included in the update request are updated.
Can this update any setting?
The listed action supports properties such as title, template link, locale settings, and activation status. Provide the intended change explicitly.
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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