Check template details at the start of a signing workflow
Start with the right template information instead of interrupting your flow to inspect it manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves details about a template.
Why this helps
The handoff into document preparation often stalls while someone looks up the template's details and checks the right version.
- Fetches a known template when a workflow begins.
- Makes returned template details available in a run report.
- Reduces context switching during document preparation.
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 fetch the specified Docnify template ID and summarize its returned details for document preparation.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real template ID and confirm the returned details support your next step.
Questions about this workflow
Does this create a document from the template?
No. The available action fetches a template's details and metadata.
Where does the template ID come from?
Provide the known ID in the instruction or webhook context. Do not rely on Notis to invent one.
Can it verify the template content against an Affinda document?
Only if both sets of information are supplied or returned and you specify what to compare. The listed action only fetches 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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