Review the Docnify template library on schedule
Keep the template library visible before outdated choices slow down signing.
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
Unused or confusing templates increase hesitation during document setup.
- See the available templates regularly
- Spot library clutter
- Make template choices faster
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docnify in Notis.
- 2Create an automation that lists Docnify templates and summarizes the library for review.
- 3Pick the notis_cron trigger and choose a cadence.
- 4Choose the run report destination.
- 5Test it once with the current template library.
Questions about this workflow
Can Notis delete old templates here?
No. This workflow only lists templates with List Templates and reports the result.
What if template age is not returned?
Tell Notis which available metadata to use; it cannot infer a history field that Docnify does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Docnify. A trigger fires from one place; an action lands in another.
1password 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.
1password and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.