Keep your partner agreement templates easy to review
Get a scheduled inventory of signing templates so you can spot what your team uses before starting new partner paperwork.
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
When several agreement templates exist, it is easy to lose track of which ones are available for partner onboarding.
- See available templates in one scheduled summary.
- Make template review part of routine partner operations.
- Reduce time spent searching for the right starting document.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docnify once in the Notis portal.
- 2Create an automation asking Notis to list Docnify templates and summarize the available options for partner agreements.
- 3Pick a recurring Notis cron schedule for the review.
- 4Choose where run reports go, then test against the current template list.
Questions about this workflow
Will this create a document from a template?
No. This workflow lists templates for review. Creating a document from a template is not among the available Docnify actions.
Can the report identify which template is current?
Only if the returned template details or your instruction provide a reliable way to identify it.
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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