Build a current inventory of prospect documents
See the prospect documents you care about in one regular inventory, with context that helps you decide what to do next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
Document records can become difficult to track when the team has to piece together prospect context by hand.
- Create a repeatable view of the Docnify document list.
- Use available prospect information to label relevant records.
- Make document follow-up easier to plan.
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 the prospect records to include and the details to show in the inventory.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and confirm the inventory includes the intended documents.
Questions about this workflow
Does the inventory include a document's current signing status?
The list action returns listed documents. Fetch a specific document by its confirmed ID to inspect current state and metadata.
How does it know which documents belong to a lead?
It can use matching information available from the apps. Provide the common reference or matching rules if the records do not share one.
Can I choose which prospect records appear?
Yes. Describe the inclusion criteria in the prompt. Notis does not use a field-mapping screen for these workflows.
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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