Review prospect documents on a schedule with Aeroleads and Docnify
Get a regular, focused view of prospect documents that may need your attention, without manually checking two apps.
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 follow-up gets missed when prospect context and signing records live in separate places.
- Bring prospect context and document listings into one scheduled review.
- Surface records that match the follow-up criteria you provide.
- Receive a concise run report at a chosen destination.
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 prospect-related documents to find and what details to include in the review report.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and confirm the listed documents are the intended records.
Questions about this workflow
Will this workflow check whether documents are signed?
It lists Docnify documents. To inspect a specific document's current state, the workflow would need its document ID and the Get Document action.
Can it identify prospect records automatically?
Notis can compare data returned by the apps. If the records lack a shared identifier or the matching criteria, provide those details in your instruction.
Does the schedule send reminders to signers?
No. This workflow lists documents and reports findings. Resending a document is a separate action and requires confirming its ID.
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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