Create a separate copy of a document workflow
When agency workflow context calls for a distinct document process, create a copy of an existing DocsAutomator automation to use as a starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Why this helps
Recreating a similar document workflow from scratch adds setup work and makes it easier to miss an existing configuration detail.
- Create a copy of an existing DocsAutomator automation without rebuilding it from scratch.
- Use AgencyZoom context to identify when a separate workflow is needed.
- Save setup time when establishing a related document process.
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 duplication.
- 3In one instruction, ask Notis to duplicate the specified DocsAutomator automation when the supplied AgencyZoom context identifies a need for a separate workflow.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test with one real case and confirm the copied automation appears with the expected COPY suffix.
Questions about this workflow
How is the duplicate identified?
DocsAutomator appends COPY to the title of the copied automation.
Will the schedule create copies repeatedly?
A cron trigger runs on its schedule. Use an instruction that clearly identifies when a duplicate is needed and which source automation to copy.
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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