See which document automations are already in place
Get a concise view of your DocsAutomator workflows when a CRM change prompts a review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Automations
Lists automations in the workspace with their basic details.
Why this helps
It is easy to lose track of which document workflows already exist when customer processes change.
- See the existing DocsAutomator automations in one review.
- Reduce duplicate workflow setup.
- Use the returned list to decide what needs a closer look.
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 list DocsAutomator automations and summarize them for the workflow review described in the incoming request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real review request and confirm the returned list is useful.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
No Agile CRM trigger event is available here. A Notis webhook request starts this automation.
Can the summary include information that is not in the returned list?
Notis can summarize the returned automation details, but additional context such as owners or business purpose needs to be included in the request.
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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