Review signing work on a steady schedule
Get one concise view of documents that may need attention, with campaign context included when you provide it.
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
Signing follow-up gets scattered when campaign notes and document status live in separate places.
- See a scheduled list of Docnify documents.
- Use campaign context supplied by you or another connected process.
- Keep follow-up decisions in a run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation that lists Docnify documents and summarizes relevant campaign context supplied to Notis.
- 3Choose notis_cron and set the review schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real review and confirm the summary is useful.
Questions about this workflow
Does this automatically read ActiveTrail campaign history?
Only if that information is supplied to the automation through its prompt context or an external process. The listed ActiveTrail events do not provide a trigger.
Can the review resend documents?
No. This workflow lists documents for review. Resending requires a separate instruction and confirmation of the document ID.
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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