Keep Docnify template options easy to review
Get a recurring view of the templates available in Docnify when planning upcoming signing work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Reusable templates are easy to overlook when their catalog is only checked during a time-sensitive request.
- See available templates in a recurring summary
- Make planning easier without manual catalog checks
- Base the review on templates Docnify returns
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation using plain language or Automations, New Automation.
- 3In one instruction, ask Notis to list Docnify templates and summarize their returned details for review.
- 4Choose a recurring schedule as the trigger and set where run reports should go.
- 5Test with one real run and check the template summary.
Questions about this workflow
Can it update templates?
No. The listed Docnify actions support listing and fetching templates, not editing them.
Can it recommend the right template for every future document?
It can summarize available template details, but should not make a definitive recommendation without enough context about the intended document.
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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