Send an approved document for signature
When the approval and document are clear, turn the email instruction into the next signing step.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
After approval, a prepared document can sit waiting while someone manually switches apps to send it.
- Act on explicit send approval
- Require a confirmed document before sending
- Reduce delay between approval and signature request
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create an automation by telling Notis the outcome or using Automations, New Automation.
- 3In one instruction, ask Notis to send only the explicitly approved, identified, prepared Docnify document for signature, and to report if required recipient or content preparation is incomplete.
- 4Pick New Email Received as the trigger and choose where run reports go.
- 5Test with one real approval for a document prepared for signing.
Questions about this workflow
Will it send a document just because an email mentions it?
No. Configure the instruction to require explicit authorization to send and a confirmed document ID. If the message is a question or draft, it should not send.
Does this upload the document content?
The action description says sending follows confirming the document, adding recipients, and uploading content. This workflow should only send when those prerequisites are already met.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docnify. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Agent mail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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