Check the current state of a deal document
Get the document's current details in response to a focused request, then decide the next follow-up step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Deal owners lose time checking whether the latest document information is available before following up.
- Fetch current state and metadata for a specific document.
- Base follow-up on the returned document details.
- Avoid searching the document separately during deal review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to fetch the Docnify document identified in your request and summarize its current state and metadata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document ID and confirm the returned summary.
Questions about this workflow
Can it check a document without its ID?
The action fetches a specific document by ID, so provide or confirm the Docnify document ID.
Will it resend a request if signing is pending?
No. It reports document details. A resend requires a separate explicit request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docnify. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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