Apply approved changes to DocsAutomator automations
Once a change is approved, send the request to Notis and keep the DocsAutomator setup current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Automation
Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or activation status.
Why this helps
Approved changes to document templates or automation settings can sit in a queue while someone has to find and update the right automation.
- Move approved changes into DocsAutomator promptly.
- Keep a consistent record of the requested change in the run report.
- Reduce manual follow-up after an approval.
Setup
Build it in a few focused steps.
- 1Connect DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and instruct it to update only the specified automation using the approved changes in the webhook request.
- 3Choose a Notis webhook as the trigger and have the approving system send its request to that webhook.
- 4Choose where Notis should send run reports.
- 5Test with one real approved change and provide the automation identifier and intended setting changes.
Questions about this workflow
What information should the webhook request include?
Include enough information to identify the automation and state the approved changes. Notis cannot infer an automation identifier or missing settings.
Can it update a template file?
The available DocsAutomator action updates automation settings such as its title, template link, locale settings, or activation status. PDF templates must be uploaded through the DocsAutomator app interface.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docsautomator. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
New Email Received
Trigger for new emails in an AgentMail inbox
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Agent mail and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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