Send a ready Docnify agreement after review
Move a reviewed agreement into signature with the document and recipient details confirmed first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
A finished agreement can stall between final review and sending when the handoff depends on remembering another manual step.
- Connect readiness review to the signature handoff.
- Keep the required document and recipient checks explicit.
- Reduce delays after an agreement is prepared.
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 send only after the document ID, recipients, uploaded content, and readiness are confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document approved for signature and verify its send status.
Questions about this workflow
Can this send without recipients?
The workflow should only send after recipients and uploaded content are confirmed, as required by the action guidance.
Does AI readiness review replace human review?
No. Use a clear approval in the request before sending a document for signature.
What if fields still need to be added?
Create the required fields before sending. Field setup is a separate Docnify action.
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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