Check a document workflow before relying on it
Look up an automation's settings at the moment you need to use it for a project or client document.
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
When a document workflow is needed, its template and data source details may not be easy to recall.
- Retrieve template and data source information for a specific automation.
- Check the setup when project work makes the automation relevant.
- Avoid searching through separate screens to recall the configuration.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and instruct it to retrieve the specified DocsAutomator automation details.
- 3Choose a webhook as the trigger and select where run reports should go.
- 4Test with one real DocsAutomator automation ID and review the returned details.
Questions about this workflow
What information can the lookup return?
The action retrieves details such as the automation configuration, data source settings, and template information for a specified automation.
Will the workflow find the right automation from an Agiled project name?
The lookup requires the DocsAutomator automation identifier. If you want to select an automation by project name, provide a reliable identifier or lookup rule in the request.
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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