Keep your Docnify template catalog visible
Get a recurring snapshot of the templates available in your Docnify account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Template catalogs can become hard to keep track of when reviewing them requires a separate portal visit.
- List templates from the Docnify account on a recurring schedule.
- Receive a summary in your chosen report channel.
- Make periodic catalog reviews easier to remember.
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 list the Docnify templates and summarize the returned catalog for review.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run.
Questions about this workflow
Can this fetch details for a specific template?
This workflow lists templates. Use the separate Get Template action when you need details for a known template ID.
Does it edit templates?
No. The listed action retrieves the template list 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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