Create a repeatable month-end close document workflow
Start the close pack from a webhook when your month-end figures are ready, with Notis creating the document automation in Docsautomator.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Automation
Creates an automation in test mode, where documents are watermarked and free.
Why this helps
Month-end close documents often involve gathering the same financial context and recreating a document workflow under deadline.
- Create a reusable document automation for close materials.
- Keep the trigger tied to a deliberate close request.
- Use finance data supplied with the request rather than assuming Airwallex exposes a trigger.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Docsautomator once in the Notis portal.
- 2Create an automation in Notis and describe creating a Docsautomator automation for a month-end close pack.
- 3Set the prompt to use the supplied figures and an optional Google Doc template; upload any PDF template in Docsautomator.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real close request and review the created automation.
Questions about this workflow
Does this start automatically from an Airwallex event?
No Airwallex trigger event is available here. A Notis webhook starts this workflow when a request is sent with the relevant close data.
Can I use a PDF template?
PDF templates must be uploaded through the Docsautomator app interface. The workflow can create an automation with an optional Google Doc template.
When this happens · Trigger
Do this · Action
Creates an automation in test mode, where documents are watermarked and free.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Docsautomator. A trigger fires from one place; an action lands in another.
Airwallex triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates an automation in test mode, where documents are watermarked and free.
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 in test mode, where documents are watermarked and free.
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.
Airwallex and Docsautomator, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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