Review the Docnify templates available to your workflows
Get a regular view of the Docnify templates on hand, so document preparation starts with a clear inventory.
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
When template choices are scattered across tools, it takes extra time to find the right starting point for a document workflow.
- List templates on a schedule using the supported Docnify action.
- Summarize the returned template records for quick review.
- Make available templates easier to find when planning document work.
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 templates and summarize the template details returned for planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the inventory and confirm it matches the returned template records.
Questions about this workflow
Does this create or edit templates?
No. It lists templates and summarizes the returned details.
Can it choose a template for an ActiveMerge document?
It provides an inventory. Any selection must be based on information supplied in the workflow or returned by Docnify.
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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