Find signing document options during a campaign handoff
Bring the available document list into the handoff so choosing the next step takes less searching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Lists documents in the account.
Why this helps
Campaign handoffs can stall when the next person has to search Docnify for available documents.
- List available Docnify documents on request.
- Summarize only information returned by the action.
- Keep selection with a person when the right document is not explicit.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation to list Docnify documents and summarize them for the handoff without guessing which one to send.
- 3Choose notis_webhook and have your connected system send the request by HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real handoff and confirm the listed options are clear.
Questions about this workflow
Does this choose and send a document automatically?
No. It lists documents for the handoff. Sending requires a confirmed document, recipients, uploaded content, and a separate send action.
Can it receive a campaign handoff from ActiveTrail directly?
Only through a connected system or custom backend that sends an HTTP request to Notis, since ActiveTrail has no listed trigger events.
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.
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.
ActiveTrail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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