Update document workflow settings from a client request
Turn a clear AgencyZoom request into a focused update to the relevant DocsAutomator automation settings.
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
Small document workflow changes can linger when they require finding the right automation and remembering which settings need updating.
- Update only the DocsAutomator automation fields specified in the request.
- Keep client driven document changes tied to their AgencyZoom context.
- Reduce manual handoffs for straightforward automation setting updates.
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 workflow updates.
- 3In one instruction, ask Notis to update the identified DocsAutomator automation using only the changes explicitly included in the request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the intended settings were updated.
Questions about this workflow
Can this workflow update an existing automation?
Yes. The action updates an existing DocsAutomator automation and changes only fields included in the request.
Does it decide what settings to change from client context alone?
The request or instruction should clearly state the intended changes. AgencyZoom trigger events are not listed for automatic detection.
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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