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Notis

Quickly check whether a document automation is already set up

Before creating another workflow, send a request and have Notis check the current DocsAutomator list for a matching automation name.

Trigger

Webhook received

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

Action

List Automations

Lists automations in the workspace with their basic details.

Why this helps

Recreating an automation that already exists can add clutter and create confusion about which workflow to use.

  • Check the current list before someone starts a setup request.
  • Receive a clear match or no-match report.
  • Use existing AnyDB requests as the starting point for the check.

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 list automations and check for the name supplied with the request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one name that exists and one that does not.

Questions about this workflow

Does this guarantee that a similarly named automation is identical?

No. It checks the current list for a name match. Confirm the details before treating two automations as the same.

Can it prevent creation of a duplicate automatically?

This workflow reports whether a matching name appears. It does not create or block automations.

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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