See campaign signing work before it slips
Get a scheduled view of documents in Docnify so campaign approvals and partner paperwork do not disappear into a busy week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
Signing work can sit unnoticed when there is no simple routine for checking document status.
- Create a regular review point for outstanding documents.
- Ask Notis to summarize the returned document list for follow-up.
- Reduce the need to remember to check Docnify manually.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docnify once in the Notis portal.
- 2Create an automation and describe the signing review you want.
- 3Tell Notis to list Docnify documents and summarize campaign-related items using the available document details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary reflects the returned list.
Questions about this workflow
Does the list action confirm who has signed?
It lists documents. If signer-level status is needed, the returned list must include it or the workflow needs a document-specific status check.
Can Notis know which documents are campaign-related?
Only if the returned details or your instruction provide a reliable way to identify them. Supply the naming or identification rule.
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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