Review your document automation inventory
Get a recurring overview of the DocsAutomator automations your agency relies on, with AgencyZoom context included when available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Automations
Lists automations in the workspace with their basic details.
Why this helps
Document automations can become hard to track when their purpose and agency use are spread across separate tools.
- See the available DocsAutomator automations in one scheduled review.
- Surface items that may need attention based on context supplied to Notis.
- Reduce the need to open multiple tools just to review document workflows.
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 the recurring inventory review.
- 3In one instruction, ask Notis to list DocsAutomator automations and summarize them using any AgencyZoom context you provide.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test with one real review and confirm the listed automations and summary are useful.
Questions about this workflow
Does the schedule automatically retrieve AgencyZoom records?
The listed source has no trigger events. Provide any AgencyZoom context the review needs through the instruction or an available request path.
What does the DocsAutomator list action return?
It retrieves the automations in your workspace with basic details.
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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