Prepare signing fields from deal instructions
Keep document preparation moving by turning supplied field instructions into Docnify fields on the confirmed document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
The contract can be ready while its required signing fields are still missing or need to be added manually.
- Reduce repetitive field setup
- Use a confirmed document ID as the basis for field creation
- Make field preparation a distinct step before sending
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docnify once in Notis.
- 2Create an automation and describe creating the supplied fields on the confirmed Docnify document.
- 3Choose a webhook trigger and send the document ID and field specifications in the request.
- 4Choose where run reports should go.
- 5Test with one real document and its intended fields.
Questions about this workflow
Where do the field specifications come from?
Your webhook request must supply them. The workflow does not assume ActiveCampaign contains Docnify field definitions.
Does this send the document?
No. It creates fields on the document. Sending is a separate Docnify action that should happen after confirming recipients and uploaded content.
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.
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.
Active campaign and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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