Keep track of your available signing templates
Know what templates are available without making another manual catalogue check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Template options can be hard to recall when you are preparing a document and need to check what's available.
- Provides a scheduled inventory of available templates.
- Summarizes template information returned by Docnify.
- Cuts down on repeated manual browsing.
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 list available Docnify templates and summarize their returned names and metadata.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real template listing and review the summary.
Questions about this workflow
Does this create or modify templates?
No. The List Templates action only retrieves the available template listing.
Can it tell me which template to use?
It can summarize the metadata returned. Selection criteria should be supplied in your instruction.
Will it find templates outside my Docnify account?
No. The action lists templates in the connected Docnify account.
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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