Investigate a signing exception with Docnify data
Turn an AI flagged exception into a focused Docnify lookup that supports the next decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Lists documents in the account.
Why this helps
An exception raised in one tool can be difficult to investigate when the supporting agreement lives somewhere else.
- Connect exception triage to Docnify document data.
- Summarize relevant records for faster investigation.
- Keep the cause open until returned evidence supports a conclusion.
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 list Docnify documents and use the exception context to summarize potentially relevant returned records.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real exception and verify the report against the Docnify records.
Questions about this workflow
Does the workflow diagnose the exception?
It can summarize returned information in context, but should not claim a cause unless the evidence supports it.
Can it find the exact document?
The action lists documents. Include identifying context in the request and validate the match against returned data.
Does it make changes to the document?
No. This workflow lists and reviews documents for investigation.
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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