Review relevant Docnify documents from an intake
Pass intake context into Notis and get a focused list of Docnify documents to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
An intake arrives outside the inbox, and finding the related signing document becomes another manual task.
- Start document review from an HTTP request
- Use intake details to focus the document list
- Identify when supplied details are insufficient
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation by telling Notis what result you want or using Automations, New Automation.
- 3In one instruction, ask Notis to list Docnify documents and summarize those relevant to the details supplied with the request, noting uncertainty or missing identifiers.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real intake request containing recognizable document details.
Questions about this workflow
Does Notis provide a specific webhook form or setup screen?
No specific setup screen is assumed here. Choose the webhook trigger in the automation flow and use the HTTP request that starts it.
Can the webhook create or send a document?
This workflow only lists documents and summarizes relevant matches. It does not create documents or send them for signature.
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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