Review signing templates before a campaign goes out
Check your available Docnify templates as part of launch preparation, with the campaign purpose in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Campaign launches create last-minute document searches when the right signing template is not obvious.
- List available Docnify templates on a recurring schedule.
- Pair the list with launch details you provide.
- Spot missing template context before it becomes a last-minute interruption.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation to list Docnify templates and compare them with campaign context you provide.
- 3Choose notis_cron and set a preparation schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real template list and a campaign brief.
Questions about this workflow
Does the workflow create or edit a template?
No. The listed action retrieves template details. It does not create or edit templates.
Where does the campaign brief come from?
Supply the relevant launch context in your instruction or through a connected process. ActiveTrail has no listed trigger events.
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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