Skip to content
Notis

Turn partner push signups into signed agreements

Move a confirmed partner signup into a prepared agreement without losing the handoff between marketing and paperwork.

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 signup can be easy to capture and easy to forget when the agreement lives in another tool.

  • Route a confirmed signup into the right prepared document.
  • Keep follow-up tied to a real incoming request.
  • Reduce manual copying between campaign intake and signing.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Docnify once in the Notis portal.
  • 2Create an automation by naming it and describing the signing outcome.
  • 3Tell Notis to use the webhook payload to identify the prepared document and recipient, and send only when the required details are present.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real partner signup and confirm the intended document is sent.

Questions about this workflow

Does AimTell provide a built-in trigger for this workflow?

No AimTell trigger event is listed here. A Notis webhook starts the automation when an HTTP request reaches it.

What must the webhook include?

It should include enough confirmed information to identify the prepared Docnify document and its intended recipient. Supply any missing document selection rules in the instruction.

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.

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.

AimTell and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.