Start campaign planning with your template inventory
See which templates are available as you review competitor activity and prepare upcoming campaign agreements.
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 planning slows down when teams have to hunt for a suitable agreement template after the work is already underway.
- Bring the available template list into recurring planning.
- Review templates alongside current advertising context.
- Avoid assuming a template's contents before fetching its details.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Docnify once in the Notis portal.
- 2Create an automation to list Docnify templates and summarize the inventory alongside relevant Adyntel campaign insights.
- 3Choose a recurring Notis schedule for the planning review.
- 4Choose where run reports should go, then test with one real planning session.
Questions about this workflow
Will this inspect all template details?
List Templates returns the template list. Fetch an individual template with Get Template when its details are needed.
Can a scheduled workflow automatically create an agreement from a template?
The listed Docnify actions do not include creating a document from a template. This workflow reviews the template inventory for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Docnify. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.