Cancel signing session
WriteCancels an active signing session.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Data & Docs · CONNECTIONDocsAutomator + NodeHub
Create documents from DocsAutomator automations and templates, manage automations, and follow e-signature sessions.
Explore 16 workflow actions for DocsAutomator, including account permissions and operation limits.
8 read actions8 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create automation
WriteCreates a new automation with the specified data source and optional Google Doc template.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create document
WriteTriggers document generation from an automation template (Google Doc or PDF).
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete automation
WritePermanently deletes an automation and all its settings.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Duplicate automation
WriteCreates a copy of an existing automation with ' COPY' appended to the title.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Duplicate template
WriteCreates a copy of the Google Doc template associated with an automation.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get automation
ReadRetrieves a single automation by ID with full configuration details.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
Get job status
ReadCheck the status of an async document creation job.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
Get queue stats
ReadReturns current document generation queue statistics for your workspace.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
Get signing audit
ReadReturns the complete chronological audit trail for a signing session, including all events like invitations, views, signatures, and completions.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
Get signing session
ReadReturns comprehensive signing session information including signer statuses, e-sign fields with positions, document hashes, and completion timestamps.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
List automations
ReadRetrieves all automations in the workspace with their configuration details.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
List placeholders
ReadExtracts and returns all placeholders from the automation's Google Doc template.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
List signing sessions
ReadRetrieves signing sessions with optional filtering by status or signer email.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
Queue document
WriteQueue document creation from an automation and get a job ID to follow with Get job status.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update automation
WriteUpdates an existing automation's settings.
Permissions and limits
Account permissions
- A DocsAutomator workspace API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in DocsAutomator. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
