Update the template link on an existing workflow
When a document workflow needs a new template link, send the request and have Notis make the targeted update.
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
Template changes can be delayed when the right setting is buried in an automation configuration.
- Update the template link on an existing automation.
- Keep the requested change tied to a specific automation.
- Get a run report after the update.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docsautomator once in the Notis portal.
- 2Create an automation in Notis and include the automation ID and intended template link in the update request.
- 3Choose notis_webhook and send an HTTP request when the template link should change.
- 4Choose where Notis should send run reports.
- 5Test with an intended update and verify the template link in DocsAutomator.
Questions about this workflow
Can the workflow upload a template document?
This action updates automation settings such as a template link. PDF templates must be uploaded through the DocsAutomator app interface.
Will unspecified settings change?
Only fields included in the update request are updated. Describe the intended template link clearly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docsautomator. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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