Find the setup details behind a client document workflow
Get the configuration context for an automation when preparing a client deliverable or handoff.
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
Teams can lose time rediscovering where a client document automation gets its data and which template it uses.
- Retrieve data source and template information for a specific automation.
- Make workflow context available when preparing client work.
- Avoid repeated manual searching for automation setup details.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and request the details for the relevant DocsAutomator automation.
- 3Choose a webhook as the trigger and select where run reports should go.
- 4Test with one real automation identifier before using the lookup in a client handoff.
Questions about this workflow
Can the lookup return details for every automation at once?
This action retrieves details for a specific automation by its ID. Use the list automations action to enumerate automations first.
Does this change the automation?
No. Get Automation Details is a read-only lookup.
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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