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Notis

Turn an AI review into a Docnify document check

When an AI review flags a document, get its current Docnify details without switching tools to search manually.

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

A document flagged during AI work can get lost while you switch to Docnify and search for it.

  • Bring the document lookup into the same flow as the AI review.
  • Check current Docnify metadata before deciding what to do next.
  • Reduce context switching and manual searching.

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 when an AI review needs a document check.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real request and confirm the report helps identify the document.

Questions about this workflow

Does this send the document for signature?

No. It lists Docnify documents so you can locate and review the relevant record.

How does the webhook start the automation?

An HTTP request starts the Notis automation. Configure the AI-side workflow to send a request when a review needs a Docnify document check.

Can Notis find a specific document automatically?

The available action lists documents. Notis can inspect returned data, but identifying a specific document depends on the information returned or supplied in the request.

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.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

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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