Check a template before preparing a signing
Review the details of a known template before the signing work begins, with fewer context switches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Template
Retrieves details about a template.
Why this helps
Choosing a template from memory can create avoidable rework when a campaign has several document variants.
- Fetch details for a template you identify by ID.
- Review template metadata with supplied campaign context.
- Catch uncertainty before preparing a document.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation to fetch the specified template and summarize its details with context you supply.
- 3Choose notis_cron and set the review schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real template ID and confirm the returned metadata.
Questions about this workflow
Can this find a template without an ID?
The action fetches a specific template by ID. Provide the ID in the instruction or request context.
Will this create a document from the template?
No. It retrieves template details only.
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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