Start a reusable client onboarding document workflow
Describe the onboarding document process once and create its automation as part of setting up client operations.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates a document automation.
Why this helps
Every client onboarding can bring another round of document setup while founders are already coordinating many moving parts.
- Create a new DocsAutomator automation for onboarding documents.
- Capture the data source and optional Google Doc template context in the request.
- Reduce repeated setup effort for client onboarding operations.
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 onboarding workflow, data source, and optional Google Doc template context.
- 3Choose a webhook as the trigger and select where run reports should go.
- 4Test with one real onboarding example and review the created automation.
Questions about this workflow
Can this action upload a PDF template?
No. PDF templates must be uploaded through the DocsAutomator app interface.
Does creating the automation generate the onboarding documents?
The action creates a DocsAutomator automation. Document generation depends on its data source and template configuration.
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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