Check agreement status before your partner review
Bring the current state of a known signing document into a scheduled review and decide whether a partner needs a follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
You may know an agreement is in progress but still have to switch apps to find its latest status.
- Fetch current details for a known agreement.
- Make signing status easier to include in a partner review.
- Avoid repetitive manual checks across tools.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docnify once in the Notis portal.
- 2Create an automation asking Notis to fetch the specified Docnify document and summarize its current state.
- 3Pick a recurring Notis cron schedule and supply the document ID in the instruction or webhook context as appropriate.
- 4Choose where run reports go, then test with one real document ID.
Questions about this workflow
Can it check every document automatically?
This action fetches a specific document by ID. Use a known ID or first use a workflow that lists documents.
Can it send a reminder based on the result?
This workflow summarizes the status. Resending requires a separate action and a verified decision that a reminder is due.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docnify. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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