Get a recurring overview of Docnify signing work
A scheduled document list gives you one place to review the signing work Docnify currently returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
A scattered document queue makes it hard to see what needs a decision during a busy week.
- Provides a regular snapshot of listed documents
- Makes review easier to fit into an existing routine
- Lets Notis summarize only information Docnify returns
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 list Docnify documents and summarize their returned names, states, and metadata for review.
- 4Choose a recurring Notis schedule trigger.
- 5Choose a report channel, then test with one real example and confirm the summary reflects the listed documents.
Questions about this workflow
Can the review include signing history not shown in the list?
Only if the list response includes that history or you provide it separately. The workflow should not invent unavailable details.
Can the schedule filter to overdue documents?
Only when the returned data or user-provided criteria support that decision. Otherwise, the review should summarize the available list.
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
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.