Create a document automation from an Agility CMS launch request
When a new content initiative needs a repeatable document workflow, send a launch request to Notis and have it set up the DocsAutomator automation.
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
A new campaign or content launch often means someone must stop writing, open another tool, and configure the same document process from scratch.
- Start a document workflow from a single launch request.
- Reduce context switching between content planning and document setup.
- Keep the setup prompt and run report together in Notis.
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 document workflow.
- 3Tell Notis to create the specified DocsAutomator automation from each launch request, using the supplied data source and optional Google Doc template details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real launch request and confirm the automation details.
Questions about this workflow
Does Agility CMS start this with a built-in trigger?
No. Agility CMS has no listed trigger events here, so an HTTP request to the Notis webhook starts this workflow.
Can this upload a PDF template?
No. DocsAutomator PDF templates must be uploaded through the DocsAutomator app interface. The automation can be created with the supported data source and optional Google Doc template.
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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