Check signing status when someone asks by email
Get the latest available Docnify details in context when a signer or teammate asks for an update.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
Status questions pull you into a manual search, and it is easy to answer from stale information.
- Fetch current document details before responding
- Avoid relying on an old email update
- Flag messages that do not identify the document
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create an automation in plain language or from Automations, New Automation.
- 3In one instruction, ask Notis to identify the requested document, fetch its current Docnify details, and summarize the available status without guessing.
- 4Choose New Email Received as the trigger and choose where run reports should go.
- 5Test with one real status question that identifies a document.
Questions about this workflow
Can it determine whether every signer has completed signing?
It can summarize the current details returned by Get Document. The workflow should report only information Docnify provides and avoid inferring missing signing history.
What if the email does not name a document?
Have Notis report that it cannot confidently identify the document and ask for a document ID or other identifying detail.
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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