Send a monthly Docsautomator delivery test email
Verify document delivery before a real deadline exposes a problem.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Email settings can drift quietly while teams assume document delivery still works.
- Catch delivery issues before deadlines
- Create a simple recurring check
- Reduce last minute troubleshooting
Setup
Build it in a few focused steps.
- 1Connect Docsautomator to Notis once in the portal.
- 2Create an automation instructing Notis to send a test email for the selected Docsautomator automation.
- 3Describe the monthly verification outcome in one instruction.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one immediate run and confirm receipt.
Questions about this workflow
Is the sample PDF a real customer document?
No. Docsautomator sends a sample PDF attachment for configuration testing.
Are there rate limits?
Docsautomator limits this action to 25 test emails per hour per automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsautomator. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
Zendesk and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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