Check document template details before rollout
Give reviewers the existing template and configuration context they need before a content initiative depends on a document workflow.
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
Template assumptions can surface late in a rollout when nobody has recently checked the automation configuration.
- Retrieve template information for a specific automation.
- Give reviewers configuration context before rollout.
- Avoid manual navigation through automation settings.
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 template readiness review.
- 3Tell Notis to retrieve details for the automation ID in each request and summarize the returned template and data source information for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real automation ID before using the review in a rollout.
Questions about this workflow
Can this validate whether a template is correct for the rollout?
It can report the available automation details. A reviewer must compare them with the rollout requirements.
Where does the automation ID come from?
Include it in the HTTP request to the Notis webhook. Agility CMS has no listed trigger event for this package.
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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