Keep campaign document automation settings current
Send campaign change details to a Notis webhook and ask Notis to update the relevant DocsAutomator automation settings.
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
Campaign changes can leave document workflows using outdated titles, template links, locale settings, or activation status.
- Use a campaign change request to initiate a targeted automation update.
- Update only the DocsAutomator settings named in the instruction.
- Reduce the chance that campaign document workflows stay configured for an old launch.
Setup
Build it in a few focused steps.
- 1Connect AimTell and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and describe which supplied campaign changes should update an existing DocsAutomator automation.
- 3Choose a Notis webhook trigger and include the relevant change details in the request.
- 4Choose where Notis should send run reports.
- 5Test with one real campaign change and verify the updated automation settings.
Questions about this workflow
Does the workflow infer campaign changes from AimTell?
No AimTell trigger events are listed. The webhook request must provide the change information, and your instruction must identify the DocsAutomator automation to update.
Can this update any DocsAutomator setting?
The action updates supported automation settings, including title, template link, locale settings, and activation status. Only include the settings you intend to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docsautomator. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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