Reuse a document workflow for a new project
Start from an existing automation when a new project needs a similar document process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Why this helps
Recreating a document workflow for each new project adds setup work and makes it easier to miss a useful starting point.
- Create a copy of an existing DocsAutomator automation.
- Reuse a proven starting point for a new project or client process.
- Reduce repeated setup work when a similar workflow is needed.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and specify which existing DocsAutomator automation to duplicate.
- 3Choose a webhook as the trigger and select where run reports should go.
- 4Test with one real automation identifier and verify the copied automation in DocsAutomator.
Questions about this workflow
What happens to the copied automation's title?
DocsAutomator appends ' COPY' to the title of the duplicated automation.
Does this automatically adapt the copy to the new Agiled project?
No. The action duplicates an existing automation. Any needed configuration changes should be described as a separate supported update.
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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