Create a copy of an existing document automation by request
When a workflow needs a starting point, request a copy of a known automation and have Notis report the result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Why this helps
Rebuilding a similar automation from scratch takes time and can introduce configuration mistakes.
- Create a copy from an existing automation.
- Use an explicit request that identifies the automation to duplicate.
- Get the copied automation title reported for follow-up.
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 duplicate the existing automation identified in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real automation and confirm the copy appears with the expected title.
Questions about this workflow
How is the copied automation titled?
The action appends ' COPY' to the existing title.
Does this create a blank automation?
No. It duplicates an existing automation. Use the Create Automation action to set up a new automation.
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.
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.
AnyDB and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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