Check prospect signing status with Aeroleads and Docnify
Know which prospect documents need a closer look with a scheduled status check and a focused report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Signing status is easy to overlook when leads and their documents require checking in separate apps.
- Fetch current details for confirmed Docnify documents.
- Use prospect context to make the report easier to act on.
- Reduce repeated manual status checks.
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 how to identify relevant prospects and provide or locate each confirmed Docnify document ID.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and check that the returned document belongs to the intended prospect.
Questions about this workflow
Does this workflow read signing status directly?
It fetches a specific Docnify document and returns its current state and metadata. A confirmed document ID is needed.
Can Aeroleads supply the Docnify document ID?
Only if that ID is present in the data available to Notis. Otherwise, provide a reliable matching reference or the ID yourself.
Can it automatically resend documents that are still pending?
This workflow checks and reports document details. Resending is a separate action and should be configured only with explicit criteria and a verified document 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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