Duplicate a Docsautomator automation from an approved webhook
Create a ready to adapt workflow copy when a new engagement starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Rebuilding a proven document workflow wastes time and increases setup mistakes.
- Reuse proven workflow structure
- Speed up client or team onboarding
- Keep the source automation intact
Setup
Build it in a few focused steps.
- 1Connect Docsautomator to Notis once in the portal.
- 2Create an automation instructing Notis to duplicate the approved source automation when the webhook arrives.
- 3Describe the purpose of the copy and the report you want.
- 4Choose a notis_webhook trigger and configure the calling system to send the request.
- 5Send one real webhook and verify the copied automation.
Questions about this workflow
What name will the copy receive?
Docsautomator appends COPY to the original title.
Can the original be changed by this action?
No. The duplicate action creates a separate copy.
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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