Keep recurring document templates familiar
Bring the template details you need into a routine report instead of looking them up each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Template
Retrieves details about a template.
Why this helps
Recurring document work often starts with another search for the same template details, slowing down the first useful step.
- Retrieves details for a known template on a schedule.
- Makes returned metadata easy to review in a run report.
- Reduces repeat lookup work for recurring processes.
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 template ID and summarize its returned metadata.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real template ID and confirm the report includes useful details.
Questions about this workflow
Does this report every template?
No. Get Template fetches a specific template by its ID. Use List Templates to review the account catalogue.
Can it detect changes since last time?
Only if a prior baseline is supplied or stored in context. The action returns current details, not a history comparison.
Will it change the template?
No. The listed action retrieves template details.
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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