Keep priority document status visible
Check the one document that matters today without reopening the same page to look for updates.
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 priority agreement can go quiet between check-ins, leaving you to remember when to verify its status again.
- Checks a specific known document at a regular cadence.
- Reports the current state returned by Docnify.
- Reduces the need to remember repeat status checks.
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to fetch the specified Docnify document ID and report its current state and relevant metadata.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real document ID and verify the returned status is useful.
Questions about this workflow
Does this discover the document ID?
No. Supply the known document ID in the instruction or available context.
Can it tell me which signer is holding things up?
The listed Get Document action describes document state and metadata, not guaranteed signer-level progress.
What if the document is no longer in Docnify?
The run report should surface the retrieval result. Confirm the ID and document availability before acting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docnify. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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