Review signing records for open prospect work
Get a steady view of the signing records that matter to your prospect pipeline.
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
A document can sit unnoticed when each deal requires a separate search for its signing record.
- Fetch document state and metadata for selected records.
- Keep the review centered on prospects you identify.
- Make status checks a predictable routine.
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 records to review and how to supply or find their Docnify document IDs.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and verify that the returned document is associated with the intended prospect.
Questions about this workflow
Does this review scan every document's status?
The Get Document action fetches one specific document by ID. Use it for confirmed IDs in scope.
Will it send a follow-up if a signature is pending?
This workflow reports the document state. A separate resend workflow can act when you provide a clear condition and verify the document ID.
What if a prospect has several documents?
Describe which documents should be included and provide a way to identify each relevant 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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