Keep client document automation settings current
Describe the needed change once and let Notis update the specified DocsAutomator automation settings.
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
A client process change can leave document automation settings behind while the team is focused on work in Agiled.
- Update supported automation settings from a webhook request.
- Make a client process change actionable without manually revisiting multiple settings screens.
- Use one instruction to specify the desired update.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and describe the DocsAutomator settings to update in one instruction.
- 3Choose a webhook as the trigger and select where run reports should go.
- 4Test with one real automation and a supported setting change.
Questions about this workflow
Which settings can be updated?
The action supports updates to automation settings such as title, template link, locale settings, or activation status. Only fields included in the request are updated.
Will an Agiled change automatically trigger this?
No. Agiled has no supported trigger events in this package. A Notis webhook request starts the update workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsautomator. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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