Check document email delivery with a sample
Make a sample delivery check part of your routine so email configuration problems are easier to catch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Why this helps
Document delivery settings can go unnoticed until a customer is waiting for an important email.
- Verify email configuration by sending a sample PDF test email.
- Use a recurring check to keep delivery setup visible.
- Send the test for a specific automation.
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 send a DocsAutomator test email with a sample PDF for the specified automation.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real automation and check the test email arrived.
Questions about this workflow
Does this test send a real email?
Yes. The DocsAutomator action sends a test email with a sample PDF attachment.
Is there a sending limit?
The action is rate limited to 25 test emails per hour per automation.
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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