Create the fields a prospect document needs before signing
Prepare the document for the right information before asking a prospect to sign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
Missing fields can stall a signature request and force someone to revisit the document setup.
- Add specified fields to a fetched Docnify document.
- Use prospect context to determine what the document needs.
- Prepare fields before the document is sent.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docnify once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe which confirmed document needs fields and specify the fields to create.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and verify the document ID and intended fields.
Questions about this workflow
What must happen before fields can be created?
Fetch the document and confirm its ID. Specify which fields to add.
Does creating fields send the document for signature?
No. Sending is a separate action that requires a confirmed document ID, recipients, and uploaded content.
Can this action create fields on a template?
The listed action creates fields on a document. The document must be available and confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docnify. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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