Find the Docnify template an email asks for
Turn template questions into a quick catalog check, so you can answer with the options Docnify actually has.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Finding the right reusable document template means leaving the email and searching a separate workspace.
- Review available templates without a manual portal search
- Summarize options that match the request
- Surface when the request needs clarification
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create an automation by telling Notis what result you want or use Automations, New Automation.
- 3In one instruction, ask Notis to list Docnify templates and summarize those relevant to the email, noting if the request is too vague to match.
- 4Select New Email Received as the trigger and choose a destination for run reports.
- 5Test with one real email asking about a template.
Questions about this workflow
Does this create or send a document from the template?
No. It lists templates and summarizes relevant options. The listed Docnify actions do not include creating a document from a template.
Can it choose a template when the request is unclear?
It can describe available options and flag ambiguity, but the instruction should not ask Notis to claim a definitive match without enough information.
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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