Prepare signing fields from a clear brief
Turn an approved signing brief into document fields while keeping the document identity and requested fields explicit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
Preparing fields by hand adds friction between deciding to send an agreement and getting it ready for signature.
- Use an approved brief to specify requested fields.
- Fetch the document before creating fields.
- Keep field preparation separate from the later send decision.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation that fetches the specified document and creates only the fields described in the approved brief.
- 3Choose notis_webhook and have your connected system send the approved brief and document ID over HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real document and review its fields before sending.
Questions about this workflow
Does this send the document for signature?
No. This workflow prepares fields. Sending is a separate Docnify action and should happen only after recipients and content are confirmed.
What must the request include?
It should provide the document ID and the approved field requirements. Notis should report missing or unclear requirements.
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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