Remove a Docnify document after explicit review
Make a deliberate document cleanup decision actionable with a verified ID and a clear confirmation in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Document
Permanently deletes a document.
Why this helps
Old or unwanted documents can clutter signing work, but cleanup is easy to defer and risky to perform against the wrong record.
- Tie cleanup to an explicit removal decision.
- Require the document ID to be confirmed before deletion.
- Reduce inventory clutter from documents approved for removal.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to delete only a document whose ID and permanent removal decision are explicitly confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test the process carefully with a real document approved for deletion and verify the intended record.
Questions about this workflow
Is deletion permanent?
The action is for permanently removing a specific document. Confirm the ID and decision before running it.
Can AI decide what to delete automatically?
The request should include an explicit, reviewed deletion decision and confirmed document ID.
Does this delete a template?
No. This action deletes a document. Template management is not among the listed actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docnify. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Ai ml api and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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