Keep a scheduled inventory of DocsAutomator automations
Get a regular view of your document automation workspace without remembering another audit task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Automation sprawl makes it hard to know what exists, what is active and what needs cleanup.
- Create a dependable review rhythm
- Make workspace sprawl visible
- Reduce manual audits
Setup
Build it in a few focused steps.
- 1Connect DocsAutomator to Notis once.
- 2Create an automation and ask Notis to list DocsAutomator automations on the review schedule.
- 3Choose a Notis recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Run one test cycle.
Questions about this workflow
What does the inventory include?
It includes the DocsAutomator automations in your workspace with basic details.
Can the schedule be changed later?
Yes. You can edit the Notis automation schedule in the portal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Docsautomator. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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