Know which templates are available
Make a quick template review part of your routine so deal paperwork starts from a current view of Docnify templates.
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
Starting a contract can take longer when nobody has a clear view of the available templates.
- Review the available template inventory in one run report
- Make document preparation easier to start
- Keep template discovery separate from document sending
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docnify once in Notis.
- 2Create an automation and describe listing Docnify templates for review.
- 3Choose a schedule trigger and set a useful review cadence.
- 4Choose where run reports should go.
- 5Test with one run and review the returned templates.
Questions about this workflow
Does this create a document from a template?
No. The available action lists templates or fetches a specific template's details. This workflow lists the available templates for review.
Does it connect a template to an ActiveCampaign deal?
No. ActiveCampaign has no trigger events here, and the listing action does not update deals.
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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