Keep a Docnify template catalog for lead paperwork
Make your available templates easier to scan when preparing documents for prospects.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Teams can waste time rediscovering which templates are available before sending prospect paperwork.
- See available templates in a recurring summary.
- Reduce repeated searches while preparing prospect paperwork.
- Identify template details that need a separate review.
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 summarize available templates for the prospect document workflows you use.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and verify the catalog matches the templates in Docnify.
Questions about this workflow
Does this create a document from each template?
No. It lists templates for a catalog. Document creation is not among the actions provided here.
Can it include full template details?
The list action provides a listing. Use Get Template with a specific ID to fetch its details.
Can the catalog recommend a template for a prospect?
It can relate listed template information to criteria you provide, but any missing prospect or template context must be supplied.
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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