Fetch Docnify template details on request
Check a template's current details before preparing a new signing document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Why this helps
Template details are easy to misremember when several agreements look alike.
- Confirm the correct template
- Reduce preparation mistakes
- Keep template checks in one request
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docnify in Notis.
- 2Create an automation that fetches a Docnify template by the ID supplied in the request.
- 3Choose the notis_webhook trigger.
- 4Choose the report destination.
- 5Test with one real template ID and review the returned details.
Questions about this workflow
Does this create a document from the template?
No. It uses Get Template to retrieve the template details only.
Why connect 1Password?
The connected 1Password context provides a secure source side for the request, while Docnify supplies the template data.
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
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