Pull document automation details into your CMS workflow brief
When a content handoff references a document workflow, submit its automation ID and get the existing configuration summarized for quick review.
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
Finding the right automation and understanding its data source or template details can interrupt a content handoff.
- Retrieve configuration details for a specific automation.
- Make document workflow context easier to review during a handoff.
- Avoid manually searching and copying setup details.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and name the configuration lookup.
- 3Tell Notis to retrieve details for the DocsAutomator automation ID included in each request and summarize the data source and template information returned.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real automation ID and review the returned details.
Questions about this workflow
Does the webhook discover an automation ID from Agility CMS?
No. Agility CMS has no listed trigger events. Include the DocsAutomator automation ID in the HTTP request that starts the Notis webhook.
Can this update the automation?
No. It retrieves details for review. Use a separate update workflow when you need to change settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docsautomator. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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