Review a Docnify template before using it
Check the template details first, so the next signing request starts from the intended template.
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
Choosing a template from memory can send a signing workflow down the wrong path.
- Fetches details for a specified template
- Makes template review part of the request flow
- Avoids implying that fetching a template creates or sends a document
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docnify once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to fetch the Docnify template with the ID in the request and summarize its returned details for review.
- 4Choose the Notis webhook trigger and arrange for an HTTP request containing the template ID to start it.
- 5Choose a report channel, then test with one real template ID and confirm the returned details.
Questions about this workflow
Does this create a document from the template?
No. It fetches template details for review. Document creation is not among the listed actions.
What if no template ID is included?
The workflow should request or report the missing ID instead of guessing which template to fetch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docnify. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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