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Notis

Keep document automation settings aligned with process changes

When a monitored process page changes, have Notis update only the DocsAutomator settings you describe.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Automation

Updates settings for an existing automation.

Why this helps

Document automation settings can fall out of step with a process update when the follow-up depends on someone remembering to make a separate edit.

  • Tie a known process page change to a specified settings update.
  • Update only the fields included in your instruction.
  • Reduce manual follow-up between monitoring and configuration.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and DocsAutomator once in the Notis portal.
  • 2Create an automation and describe the exact DocsAutomator automation and settings to update when a defined page change occurs.
  • 3Choose a Notis webhook and have Agenty send matching change alerts to it.
  • 4Choose where Notis should send run reports.
  • 5Test with one real page change and verify the updated automation settings.

Questions about this workflow

Which settings can this action update?

The provided action supports fields such as title, template link, locale settings, and activation status. Specify only the changes you want.

Can it change a PDF template?

The available description does not establish PDF template editing through this action. 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 Agenty to Docsautomator. A trigger fires from one place; an action lands in another.

Agenty triggers

Docsautomator actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Automation

Creates a document automation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Automation

Permanently deletes an automation and all associated data; this cannot be undone.

ActionInstant

Duplicate Automation

Duplicates an automation, appending “COPY” to the copy’s title.

ActionInstant

Get Automation Details

Retrieves details about an automation, including its configuration and template.

ActionInstant

Get Queue Statistics

Retrieves current document generation queue statistics for the workspace.

ActionInstant

List Automations

Lists automations in the workspace with their basic details.

ActionInstant

List Signing Sessions

Lists signing sessions.

ActionInstant

Send Test Email

Sends a test email with a sample PDF attachment to check email delivery.

ActionInstant

Connect any two apps with Notis in the middle.

Agenty and Docsautomator, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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