Keep priority document details in view
Get a focused scheduled review of the Docnify documents you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Important document details can require repeated portal checks just to remember what needs attention.
- Fetch current state and metadata for documents you identify.
- Put the review in a predictable report channel.
- Reduce repeated manual portal checks.
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to fetch the documents whose IDs you provide and summarize their current state and metadata.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real document ID.
Questions about this workflow
Will this find documents by name?
The Get Document action fetches a specific document by ID, so provide the IDs to review.
Does this resend signing notifications?
No. This workflow fetches document details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docnify. A trigger fires from one place; an action lands in another.
Abstract triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Abstract and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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