Put campaign approvals in front of the right signer
Route a confirmed campaign approval request to its prepared document and add the intended signer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Document Recipient
Adds a recipient to a document.
Why this helps
Approval requests lose momentum when someone has to find the document and add the approver by hand.
- Add an approver only after an approval request is confirmed.
- Use the document ID and signer details supplied by the request.
- Keep approval setup out of a separate manual search.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docnify once in the Notis portal.
- 2Create an automation with a short name and describe the approval handoff.
- 3Tell Notis to add the approver from a confirmed webhook request to the specified existing document.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one real approval request and verify the document and recipient.
Questions about this workflow
Does this create a campaign document?
No. It adds a recipient to an existing Docnify document, so the request must identify the document.
Can the signer be added in order?
The action can optionally specify signing order. Include the intended order in your instruction when your process requires it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docnify. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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