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Notis

Get the configuration details for a specific automation

Request an automation by its identifier and get its configuration details summarized alongside the relevant AnyDB context you provide.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Automation Details

Retrieves details about an automation, including its configuration and template.

Why this helps

Understanding how a document automation is configured can require hunting for its settings across screens.

  • Retrieve configuration for a specific automation.
  • Review data source and template information in one report.
  • Use an explicit AnyDB request to avoid a broad workspace search.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and DocsAutomator once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel, then name it.
  • 3In one instruction, ask Notis to retrieve details for the automation identifier supplied with the request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real automation identifier and check the returned details.

Questions about this workflow

Does this discover an automation if I do not know its identifier?

The action retrieves details for a specific automation by its ID. Use the List Automations action first if you need to find an automation.

Can the workflow change the automation?

No. This workflow retrieves details. Updating settings requires the Update Automation action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Docsautomator. A trigger fires from one place; an action lands in another.

AnyDB triggers

Docsautomator actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Automation

Creates a document automation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Automation

Permanently deletes an automation and all associated data; this cannot be undone.

ActionInstant

Duplicate Automation

Duplicates an automation, appending “COPY” to the copy’s title.

ActionInstant

Get Automation Details

Retrieves details about an automation, including its configuration and template.

ActionInstant

Get Queue Statistics

Retrieves current document generation queue statistics for the workspace.

ActionInstant

List Automations

Lists automations in the workspace with their basic details.

ActionInstant

List Signing Sessions

Lists signing sessions.

ActionInstant

Send Test Email

Sends a test email with a sample PDF attachment to check email delivery.

ActionInstant

Connect any two apps with Notis in the middle.

AnyDB and Docsautomator, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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