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Remove a document only after cancellation is confirmed

For a document your team has confirmed should be permanently removed, route its ID through a webhook to the Docnify delete action.

Trigger

Webhook received

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

Action

Delete Document

Permanently deletes a document.

Why this helps

Documents tied to cancelled work can linger in the account and add clutter to later reviews.

  • Make confirmed document cleanup a clear workflow
  • Target the specific document ID supplied
  • Reduce clutter from cancelled paperwork

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Docnify once in Notis.
  • 2Create an automation and describe deleting the confirmed Docnify document.
  • 3Choose a webhook trigger and send the document ID only after permanent removal is confirmed.
  • 4Choose where run reports should go.
  • 5Test with a real document that has been confirmed for deletion.

Questions about this workflow

Can this workflow decide whether a document is safe to delete?

Your process must confirm permanent removal is intended before sending the webhook request.

Can this be undone?

The action is for permanently removing a specific document. Confirm the document ID and decision before running it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign 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.

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

When this happens · Trigger

Do this · Action

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