Connect ActiveTrail to Docnify
When something happens in ActiveTrail, Notis takes the next step in Docnify. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from ActiveTrail to Docnify
Send a signature packet after a qualified campaign response
Turn a qualified response from an ActiveTrail campaign into a Docnify signing request using approved document content and confirmed signer details.
Review Docnify documents alongside campaign follow-up
On a schedule, list Docnify documents and summarize their current state alongside campaign follow-up context supplied to Notis.
Add a confirmed signer to an existing Docnify document
When a connected process sends an HTTP request with approved signer details, add that recipient to the confirmed Docnify document.
Check a specific signing document on a schedule
Fetch the current state and metadata of a specified Docnify document on a recurring schedule and report changes or missing details.
Resend a verified signing request after a follow-up handoff
Resend a Docnify document for signing when an HTTP request confirms the follow-up is due and identifies the document.
Correct a signer detail from a verified campaign update
Use a confirmed update handoff to change at least one recipient detail on the identified Docnify document recipient.
Review Docnify templates before a campaign launch
List Docnify templates on a schedule and summarize the options available for an upcoming campaign, using launch context you supply.
Prepare Docnify fields from an approved signing brief
After retrieving a specified document, create the requested fields from an approved brief before it is sent for signing.
Update Docnify field requirements from a reviewed change
Apply a reviewed request to change labels or requirements on existing fields in a specified Docnify document before sending.
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docnify. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect ActiveTrail and Docnify
Connect any two apps with Notis in the middle.
ActiveTrail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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