Send a Docnify signature packet after a qualified campaign response
Move a promising campaign response into a clear signing step without rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
A warm reply can lose momentum while you look up the right document, confirm the signer, and prepare a signing request.
- Start signing while the prospect is engaged.
- Use only a confirmed document ID and supplied signer information.
- Get a run report when details are missing or sending completes.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation with an instruction to send the approved Docnify document when a qualified response arrives, after confirming the document ID and signer details.
- 3Choose notis_webhook and have your ActiveTrail-connected system send an HTTP request for the qualifying response.
- 4Choose where Notis should send run reports.
- 5Test with one real response and verify the document and signer before sending.
Questions about this workflow
Does ActiveTrail provide a built-in trigger for this workflow?
No. ActiveTrail has no listed trigger events. A connected system or custom backend must send an HTTP request to the Notis webhook.
Will Notis send a document if the signer or document is unclear?
The instruction should require confirmation of the document ID and signer details and report missing information instead of sending.
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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