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Notis

Make credential related signing reviews routine

Set a recurring review that gathers Docnify documents for your credential workflow, without relying on a reminder to open another app.

Trigger

Recurring schedule

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

Action

List Documents

Lists documents in the account.

Why this helps

Signing work can fade from view when certificate operations and document follow-up live in separate places.

  • Create a predictable review point.
  • Gather the available Docnify document list in one run.
  • Reduce reliance on memory for recurring checks.

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 documents and summarize the items relevant to your credential follow-up; provide the criteria if they are not present in the data.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real run and review its report.

Questions about this workflow

Can the workflow know which documents relate to Accredible credentials?

Only if the returned data or your instruction provides a reliable way to identify that relationship. Supply the criteria if it is not available in the data.

Does this workflow change or send documents?

No. It lists documents for a scheduled review.

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.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

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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