Give pending Docnify signatures a timely nudge
Keep signing work moving with a scheduled review and a resend for documents you have identified as needing attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Why this helps
Signing invitations can sit unnoticed while a founder tracks follow-ups across messages and documents.
- Creates a predictable review point for signing follow-ups
- Reduces the chance that a verified reminder is forgotten
- Uses document IDs available from Docnify before resending
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 review available Docnify documents and resend only the document IDs you identify as overdue and appropriate to remind.
- 4Choose a recurring Notis schedule trigger.
- 5Choose a report channel, then test with one real example and confirm the selected document before enabling the routine.
Questions about this workflow
Can Notis know how long a document has been pending?
Only if Docnify returns that information or you supply a date or overdue rule. The workflow should not assume an unavailable history or baseline.
Will every listed document be resent?
No. The instruction should identify which documents qualify, and the workflow should verify the document ID before resending.
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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