Create document automations from Jira setup requests
Capture document workflow requests in Jira and have Notis create the corresponding DocsAutomator automation.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Why this helps
Document automation requests get buried in Jira, then someone has to recreate the details in DocsAutomator by hand.
- Keep document workflow requests in the team's existing Jira queue.
- Reduce retyping when setting up a requested automation.
- Use the issue details as the instruction for the new automation.
Setup
Build it in a few focused steps.
- 1Connect Jira and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and describe how to create a DocsAutomator automation from a new Jira request that includes the required setup details.
- 3Pick Jira New Issue as the trigger.
- 4Choose where Notis should send run reports, then test with one real request issue.
Questions about this workflow
What details should the Jira request include?
Include the intended automation title, data source, and any optional Google Doc template information needed to create it. PDF templates must be uploaded through the DocsAutomator app interface.
Will every new Jira issue create an automation?
The trigger fires for new issues in the configured Jira project. Describe in the instruction how Notis should handle issues that do not request a DocsAutomator setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Docsautomator. A trigger fires from one place; an action lands in another.
Jira triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
New Project
Triggered when a new project is added in Jira
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Jira and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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