Prepare a prospect document follow-up list
Start your follow-up review with a short list of prospect documents that match the criteria you set.
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
Following up can slip when there is no quick way to see which prospect documents deserve attention.
- Bring listed documents into a focused review.
- Use your own criteria to decide what merits follow-up.
- Reduce time spent checking records one at a time.
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 the follow-up criteria and which prospect document details to include.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and confirm the list identifies the intended records.
Questions about this workflow
Will this follow-up list automatically resend signing requests?
No. It lists documents and prepares a report. Resending uses a separate action and requires a verified document ID.
Can it filter by signing status?
The list action lists documents. For current state and metadata, fetch a specific document by confirmed ID.
Where do the follow-up rules come from?
Describe them in the automation prompt. Notis uses available app data and any criteria you 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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