Move a prepared document into signing
Once your process confirms the document, recipients, and uploaded content are ready, let a webhook start the Docnify send action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
A finished document can sit idle while someone remembers to start the signing process.
- Make the handoff to signing explicit
- Act only on a document ID supplied by the triggering request
- Reduce the chance a prepared agreement is forgotten
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docnify once in Notis.
- 2Create an automation and describe sending the supplied, confirmed Docnify document for signature.
- 3Choose a webhook trigger and have your backend send the request only after recipients and uploaded content are ready.
- 4Choose where run reports should go.
- 5Test with one real prepared document.
Questions about this workflow
Does ActiveCampaign have a native trigger for this?
No. Your integration or backend must send an HTTP request to start the workflow and supply the document ID.
What must be ready before sending?
Confirm the document ID, add its recipients, and upload the document content before the send action runs.
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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