Carry an approved content workflow change into DocsAutomator
Send a structured change request and have Notis update the specified automation settings, keeping your document process aligned with the content workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Automation
Updates settings for an existing automation.
Why this helps
When a CMS process changes, the related document automation settings can be easy to overlook or update inconsistently.
- Carry approved process changes to the relevant document automation.
- Update only the settings included in the request.
- Get a run report showing the outcome.
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 settings update.
- 3Tell Notis to update the specified DocsAutomator automation using only the settings and values supplied in each approved request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real, approved change request and review the resulting automation settings.
Questions about this workflow
Can the workflow change any DocsAutomator setting?
The action updates supported automation properties such as title, template link, locale settings, or activation status. Only specify fields supported by the action.
Does the webhook approve the change?
No. The request should represent an already approved change. Agility CMS does not provide a listed trigger event in 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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