Start a scheduled review of Docnify documents
Bring your Docnify document list into a regular review, with a concise summary delivered where you already track work.
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 spreads across documents, and a manual check can get pushed aside when the day fills up.
- List Docnify documents at a recurring time.
- Review the records returned by Docnify in one run report.
- Use a steady review rhythm without remembering to open another app.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Docnify documents and summarize the returned records for review, calling out signing states only when present in the data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the report reflects the documents returned.
Questions about this workflow
Does the list include every detail about each document?
The workflow can summarize only the records and details returned by Docnify's List Documents action.
Can this resend documents automatically?
No. It lists documents for review. Resending is a separate action and should be triggered by a clear follow-up request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docnify. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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