Find the right signing template from credential context
When credential work needs a signing template, let Notis retrieve the Docnify template list for review from a webhook request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists templates in the account.
Why this helps
Searching templates manually adds a separate decision step to an already busy credential process.
- Bring available templates into the credential workflow.
- Reduce manual browsing between apps.
- Review options before using a template.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docnify once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to list Docnify templates and identify those matching the supplied credential context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real credential request.
Questions about this workflow
Does this create or send a document from a template?
No. It lists templates for review. Creating or sending a document is not one of the listed actions.
What if the credential context does not say which template is relevant?
Add your selection criteria to the instruction or include them in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docnify. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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