Create a DocsAutomator automation for client onboarding
Give Notis a reviewed onboarding brief and let it create the DocsAutomator automation, so document setup does not get lost in your inbox.
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
Onboarding document workflows can stall while someone manually turns a request into a configured automation.
- Turn a reviewed request into a configured automation
- Reduce repeated setup work for new client workflows
- Keep the onboarding workflow brief and action together
Setup
Build it in a few focused steps.
- 1Connect Airparser and DocsAutomator once in the Notis portal.
- 2Create an automation named Client Onboarding Document Setup.
- 3In one instruction, ask Notis to use the incoming reviewed brief to create a DocsAutomator automation with the stated data source and optional Google Docs template.
- 4Choose a webhook trigger and arrange for the reviewed brief to start it.
- 5Choose a report channel, then test with one real onboarding brief.
Questions about this workflow
Does Airparser start this workflow automatically?
Airparser exposes no trigger events here. A webhook request starts this workflow, so arrange for a reviewed brief to be sent to that webhook.
Can this workflow upload a PDF template?
No. The DocsAutomator action can create an automation with an optional Google Docs template. PDF templates must be uploaded through the DocsAutomator app interface.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docsautomator. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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