Get a digest of prospect document template details
Review the template details behind your prospect paperwork in a short recurring digest.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Template
Retrieves details about a template.
Why this helps
Template details can be scattered and easy to forget when similar documents serve different prospect needs.
- Fetch current details for named templates.
- Organize template information around the workflows you describe.
- Keep template review lightweight and recurring.
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 template IDs and metadata to include in the digest for your prospect workflows.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and confirm the template ID and returned details.
Questions about this workflow
Can the digest find template IDs automatically?
Get Template requires a specific template ID. Use List Templates to review available IDs if needed.
Does the digest include a document's signer status?
No. It fetches template details. Document signing state comes from fetching a specific document.
Can it tell me which template is best?
It can compare available details against criteria you provide, if those details are returned. Supply any missing requirements.
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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