Find the right agreement template
Choose a consistent document before the next staffing deadline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Managers waste time searching through similar templates during onboarding or transfers.
- Reduce template selection time
- Promote consistent paperwork
- Make staffing requests easier to fulfill
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docnify in Notis once.
- 2Create an automation named Restaurant template finder.
- 3Tell Notis to list Docnify templates and recommend the best match for the staffing scenario in your 7shifts report.
- 4Choose notis_cron and set the schedule.
- 5Select a report channel and test with one staffing scenario.
Questions about this workflow
Does this send a template?
No. It lists templates and reports the best match for your stated scenario.
What scenario should I provide?
Include details such as hire, transfer, policy acknowledgement, or another documented staffing need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docnify. A trigger fires from one place; an action lands in another.
7shifts triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
7shifts and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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