Check document email delivery with a test
When a document delivery concern comes up, run a focused test email to check the configured delivery path for its DocsAutomator automation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Why this helps
Email delivery issues can disrupt client paperwork, while checking the setup without a test may leave uncertainty about the delivery path.
- Send a sample PDF attachment to test email configuration for a specific automation.
- Tie the test to a delivery concern raised with AgencyZoom context.
- Help identify email configuration problems before relying on a workflow.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and name it for document email testing.
- 3In one instruction, ask Notis to send a DocsAutomator test email for the automation identified in the request when the request indicates a delivery check.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real delivery check request and verify the test email arrives.
Questions about this workflow
Does this send an actual test email?
Yes. It sends a test email with a sample PDF attachment for a specific automation.
Are there limits on test emails?
The action is rate limited to 25 emails per hour per automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsautomator. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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