Check a Docnify document when someone asks in WhatsApp
When a signing status question arrives, fetch the document's current state and metadata in one workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
Answering a simple status question can require leaving WhatsApp, locating a document, and switching back with the answer.
- Fetches current document state from Docnify
- Keeps the lookup focused on a confirmed document ID
- Makes status questions easier to handle from a chat-driven process
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 document using the document ID included in the request and summarize its returned state.
- 4Choose the Notis webhook trigger and arrange for an HTTP request containing the document ID to start it.
- 5Choose a report channel, then test with one real document ID and confirm the returned details.
Questions about this workflow
Does this workflow infer the document ID from a 2chat trigger?
No. The listed 2chat integration has no trigger events. The webhook request must provide the document ID or enough context to identify it.
Does Get Document change the signing status?
No. It fetches the document's current state and metadata.
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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