Keep a current inventory of signing documents
See what documents are in Docnify as part of a predictable review, without starting from a blank page.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
It takes effort to reconstruct which documents exist when a campaign or operations review begins.
- List the documents in your Docnify account on a schedule.
- Create a concise review artifact from returned data.
- Keep campaign interpretation limited to context you supply.
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 the returned information for review.
- 3Choose notis_cron and set the inventory schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real inventory run and review the result.
Questions about this workflow
Does the list include signing status?
The listed action lists documents. Use only information returned by Docnify and avoid assuming a status field is available unless it appears in the result.
Can it organize documents by campaign?
It can use campaign labels or context you supply. The listed source triggers do not provide campaign data automatically.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.