Send a ready Docnify document for signature
When the request is complete, send the confirmed document and keep the signing handoff moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
A ready-to-sign document can stall while someone rechecks details and moves between chat and the signing app.
- Moves a prepared document into the signing step
- Makes the required readiness checks explicit
- Keeps recipient and uploaded-content requirements in the instruction
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 send only the specified Docnify document after verifying its ID, recipients, and uploaded content.
- 4Choose the Notis webhook trigger and arrange for an HTTP request with the request details to start it.
- 5Choose a report channel, then test with one real prepared document and confirm the recipient and document before relying on the workflow.
Questions about this workflow
Can the workflow create missing recipients or upload content?
This workflow uses the Send Document action only. The document, recipients, and uploaded content must already be ready.
What if the webhook request is incomplete?
The instruction should ask Notis to stop and report what is missing rather than send an unverified document.
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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