Check a document workflow's setup before you rely on it
Get the configuration details for a specific DocsAutomator automation when a customer workflow needs a check.
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
A document process can fail at the wrong time if its template or data source setup is unclear.
- Retrieve configuration details for a specific automation.
- Review data source and template information together.
- Use the request to focus the summary on the customer workflow at hand.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3Ask Notis to retrieve and summarize the DocsAutomator automation details for the automation ID included in the request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real automation ID and confirm the details answer your review question.
Questions about this workflow
What information does this retrieve?
It retrieves details for a specific DocsAutomator automation, including configuration, data source settings, and template information.
Where does the automation ID come from?
Include the ID in the request that starts the Notis webhook. Do not assume it can be inferred from Agile CRM contact data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docsautomator. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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