Locate the document at handoff time
Bring the relevant document record into view when a signing handoff starts, without searching manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Lists documents in the account.
Why this helps
A document may be in Docnify already, but locating the right record can interrupt the moment when work is ready to move.
- Starts a document lookup from an explicit handoff signal.
- Uses criteria you provide to summarize matching records.
- Can reduce manual searching before a follow-up action.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to list Docnify documents and identify matches using supplied identifiers or criteria, then report candidate IDs for confirmation.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real handoff and verify the intended document is clearly identified.
Questions about this workflow
Will it automatically send the matching document?
No. This workflow lists documents and reports candidate matches. Confirm the document ID before any follow-up action.
Can it match on Affinda extracted fields?
Only when those fields are supplied as criteria and corresponding Docnify information is returned. The action does not guarantee every field is available.
What if there are multiple possible matches?
Have Notis report the candidates for human confirmation rather than choosing an ambiguous document.
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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