Find the template information behind an automation
Ask for the template details of a specific automation and get the available configuration in a concise report.
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
When a document looks wrong, finding which template an automation uses can slow down the investigation.
- Retrieve template information for one automation.
- Add related investigation notes supplied from AnyDB.
- Keep the lookup focused on a known automation identifier.
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 the specified automation's details and summarize its template information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real automation identifier and confirm the template details are relevant.
Questions about this workflow
Does this let me edit the template?
No. This workflow retrieves automation details. The Update Automation action can update specified settings, while PDF templates must be uploaded through the DocsAutomator app interface.
What if the automation ID is unknown?
Use the List Automations action to find the automation before requesting its details.
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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