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Notis

Turn an approved reminder into a document resend

Make the next follow-up step easy to complete while keeping the resend tied to an approved reminder.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Resend Document

Resends a document for signing.

Why this helps

Reminder decisions are easy to lose when the campaign follow-up and signing task are in different places.

  • Act on an approved reminder handoff.
  • Require the document ID before resending.
  • Keep a run report for follow-up tracking.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Docnify once in the Notis portal.
  • 2Create an automation that resends only when a reminder is approved and the document ID is confirmed.
  • 3Choose notis_webhook and have your connected system send the reminder handoff over HTTP.
  • 4Choose where Notis should send run reports.
  • 5Test with one real reminder and verify the document ID.

Questions about this workflow

Does a resend guarantee the recipient will sign?

No. It re-triggers signing notifications for a verified document. It cannot guarantee the recipient's response.

Does ActiveTrail trigger the workflow?

ActiveTrail has no listed trigger events. Your connected process must send the request to the Notis webhook.

When this happens · Trigger

Do this · Action

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.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

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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