Find the right policy document automation details
Bring policy context from AgencyZoom into a focused lookup of a DocsAutomator automation's configuration and template details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Why this helps
When a policy document workflow needs checking, locating its configuration and understanding how it is set up can interrupt client work.
- Retrieve configuration details for a specific DocsAutomator automation.
- Pair the lookup with policy context supplied in the webhook request.
- Make document workflow checks easier to complete without a manual search.
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 policy document lookup.
- 3In one instruction, ask Notis to use the automation ID in the request to retrieve its DocsAutomator details and summarize them with the supplied AgencyZoom policy context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real policy-related request and a valid DocsAutomator automation ID.
Questions about this workflow
Can the workflow find an automation without its ID?
The action retrieves details for a specific automation. Supply its ID in the request or instruction.
Does the lookup verify policy status in AgencyZoom?
AgencyZoom has no trigger events listed here. Include the policy status or relevant context in the webhook request if the summary needs it.
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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