Inspect the document before taking the next signing step
Bring the document's current details into a follow-up decision before you send or resend anything.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Following up without checking the actual document can lead to duplicate effort or an incorrect next step.
- Fetch current state and metadata for a specified document.
- Make the follow-up decision with the document in view.
- Keep inspection separate from sending or resending.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation to fetch the specified Docnify document and summarize the returned state for review.
- 3Choose notis_webhook and have your connected system send the document ID and follow-up context over HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real follow-up request and verify the document details.
Questions about this workflow
Does this automatically resend the document?
No. It fetches document details for review. A separate instruction is needed to resend.
What if the handoff lacks an ID?
The workflow should report that it needs a document ID and stop rather than selecting a document by guesswork.
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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