Resend a verified Docnify signing request with Aeroleads context
Make a considered follow-up easier: confirm which prospect and document are involved before resending the signature request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resend Document
Resends a document for signing.
Why this helps
Following up can mean searching for the right document and worrying whether a resend will reach the intended signer.
- Tie the resend decision to the relevant prospect context.
- Require a verified document ID before the action runs.
- Keep the follow-up decision and run report together.
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 match the prospect to a Docnify document and when a resend is appropriate.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example, verify the document ID, and confirm the resend is intended.
Questions about this workflow
Does Aeroleads trigger this automatically when a lead changes?
No. Aeroleads has no listed trigger events here. A Notis webhook starts the workflow when an HTTP request reaches Notis.
Can Notis resend without checking the document?
The workflow should verify the document ID and prospect context first. Resend Document acts on a specific document.
Will this workflow decide that a prospect needs a reminder?
Only using criteria and data available to the workflow. Provide any follow-up timing or decision rules that the apps do not supply.
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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