Review template details before preparing a document
Check the selected template's available details at the handoff, so you can make an informed next move without hunting for it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves details about a template.
Why this helps
A template name alone may not give you enough context to confirm it is the intended starting point for a document workflow.
- Fetch details for the specific template identified in the handoff.
- Review returned metadata before preparing a document.
- Keep template context with the workflow that needs it.
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 fetch the specified Docnify template and summarize its returned details for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Docnify template ID.
Questions about this workflow
What does the handoff need to include?
Include the Docnify template ID so Notis can fetch the intended template.
Does this create a document from the template?
No. It fetches template details. The available action list does not include creating a document from a template.
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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