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Notis

Look up Docnify documents from Ably requests

Send a document lookup request into Notis and get the current details back in your chosen report channel.

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 document question often means switching from the Ably workflow into Docnify to find the record.

  • Fetch the current state and metadata for a specified document.
  • Keep the document ID attached to the lookup request.
  • Receive a concise report without manually navigating Docnify.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Docnify once in the Notis portal.
  • 2Create an automation in Notis and give it a clear name.
  • 3In one instruction, tell Notis to fetch the Docnify document identified in the request and report only returned details.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real request containing a valid Docnify document ID.

Questions about this workflow

Can it search documents by a person's name?

This action fetches a specific document by ID. Include the document ID in the request.

Can the report include signing status?

It can report document details returned by the action. It should not claim details that are missing from the response.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Docnify. A trigger fires from one place; an action lands in another.

Ably triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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