Send an agreement when the campaign handoff is ready
Turn a complete, approved handoff into a signing request without repeating the preparation work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
A ready agreement can stall while someone checks whether the document, recipients, and content are all in place.
- Require confirmed document and recipient setup before sending.
- Use the handoff to verify content is uploaded and ready.
- Report incomplete readiness rather than sending prematurely.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation to send only after the document ID, recipients, and uploaded content are confirmed ready.
- 3Choose notis_webhook and have your connected system send the approved handoff over HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real ready agreement and verify the recipients before sending.
Questions about this workflow
Does this upload document content?
The listed send action is used after content is uploaded. Ensure your process has uploaded and confirmed content before this workflow sends.
Can it send directly from an ActiveTrail event?
No ActiveTrail trigger events are listed. A connected system or custom backend must send the webhook request.
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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