Remove document automations confirmed as retired
Keep workspace upkeep focused by removing a DocsAutomator automation only when the supplied agency context identifies it as retired.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Why this helps
Old document workflows can clutter an agency workspace and make it harder to find the automations still in use.
- Remove a specifically identified DocsAutomator automation that is confirmed as retired.
- Use AgencyZoom context to ground the cleanup decision.
- Reduce clutter in the automation list.
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 retired workflow cleanup.
- 3In one instruction, ask Notis to delete only the DocsAutomator automation explicitly identified as retired in the supplied AgencyZoom context.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test the instruction against a real retirement case and verify the target automation before the deletion runs.
Questions about this workflow
Can a deleted automation be restored?
No. The DocsAutomator delete action permanently deletes the automation and associated data, and cannot be undone.
Does AgencyZoom automatically tell Notis which automation to delete?
No AgencyZoom trigger events are listed. Supply the retirement decision and exact target automation details to Notis.
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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