Reuse a document workflow for the next deal
When a deal needs its own copy of an existing packet workflow, pass the relevant context and automation identifier to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Why this helps
Recreating a familiar deal packet process from scratch adds setup work and invites missed settings.
- Reuse an existing automation as a starting point.
- Keep the copy tied to a specific deal request.
- Avoid manually recreating familiar document workflow settings.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocsAutomator once in the Notis portal.
- 2Create an automation named Copy deal packet workflow and describe the outcome in one instruction.
- 3Choose a Notis webhook trigger and include the deal context and existing DocsAutomator automation identifier in the request.
- 4Choose where run reports go.
- 5Test with one real deal request and verify the copied automation in DocsAutomator.
Questions about this workflow
Does the duplicate action rename the copy?
Yes. DocsAutomator appends COPY to the existing automation title.
Can the copy be customized as part of the same action?
The listed action duplicates an automation. Use a separate update workflow if you need to change settings afterward.
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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