Check signing documents before launch day
Give campaign preparation a simple document check so the team knows what is available before launch.
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
Launch preparation gets harder when no one knows which signing documents are already available.
- List Docnify documents before a planned campaign.
- Summarize available information alongside your launch brief.
- Surface missing context before launch day.
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 them against campaign context you provide.
- 3Choose notis_cron and schedule the check ahead of launch.
- 4Choose where Notis should send run reports.
- 5Test with one real inventory and a launch brief.
Questions about this workflow
Will it know the campaign launch date?
Provide the launch date or schedule the check relative to your planning routine. No ActiveTrail event trigger is available.
Does the inventory identify signing status?
Use only details returned by the list action. For a specific document's current state, use a separate document check.
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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