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DocsAutomator

Create and manage documents with DocsAutomator

Actions9

Automation → Update

AI-generated

Overview

This node updates an existing automation in DocsAutomator. It allows users to modify various fields of an automation such as its active status, attachment field, document naming field, locale settings, PDF expiration, and title. This is useful for maintaining and adjusting automations dynamically without recreating them from scratch.

Use Case Examples

  1. Updating the title and active status of an existing automation to reflect new project requirements.
  2. Changing the Google Doc template link and enabling saving output as a Google Doc for an automation.

Properties

Name Meaning
Automation Name or ID Selects the specific automation to update by its name or ID.
Update Fields Specifies the fields to update on the selected automation, such as active status, attachment field, document name field, locale, PDF expiration, and title.

Output

JSON

  • id - The unique identifier of the updated automation.
  • title - The updated title of the automation.
  • isActive - Indicates if the automation is active.
  • attachmentField - Field used for attachments in the automation.
  • newDocumentNameField - Field used for naming generated documents.
  • formatNumbersWithLocale - Indicates if numbers are formatted according to locale.
  • docTemplateLink - URL of the Google Doc template used.
  • locale - Locale setting for number/date formatting.
  • pdfExpiration - Number of days until the PDF link expires.
  • saveGoogleDoc - Indicates if the output is saved as a Google Doc.

Dependencies

  • DocsAutomator API
  • An API key credential for DocsAutomator

Troubleshooting

  • Ensure the automation ID is provided; otherwise, the node throws an error 'Please select an automation'.
  • At least one field must be provided in 'Update Fields' to perform an update; otherwise, an error 'At least one field must be provided for update' is thrown.
  • Check API credentials and network connectivity if the update request fails.
  • If the API returns an error, verify that the fields being updated are valid and supported by the DocsAutomator API.

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