Find the right Docnify document from a WhatsApp request
A request arrives in chat. Get the matching Docnify documents together without digging through the account by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
A WhatsApp message can contain a signing request, but finding the right document means switching apps and searching manually.
- Reduces app switching when a signing request comes in
- Surfaces existing documents for the user to verify
- Keeps the workflow grounded in document records returned by Docnify
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 use the request details to find relevant Docnify documents and summarize the matches.
- 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 example and confirm the results.
Questions about this workflow
Does this start automatically from a 2chat event?
No. 2chat has no trigger event listed here. The automation starts when an HTTP request reaches its Notis webhook.
What if the request does not identify a document clearly?
Notis can return likely matches from the Docnify list for review. The request should include enough context to make the search useful.
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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