Check a priority agreement without reopening the whole process
Have Notis fetch the current details for a known document on a schedule, so the next follow-up is based on its latest available state.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
It is easy to follow up too early or too late when document status checks depend on memory.
- Check a specific document by its known ID.
- Base follow-up on current returned document details.
- Keep routine status checks in a run report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docnify once in the Notis portal.
- 2Create an automation and describe the document status check.
- 3Tell Notis which known document ID to fetch and what status changes should be highlighted.
- 4Pick a recurring schedule and a report channel.
- 5Test with one real document ID and verify the returned state.
Questions about this workflow
Will this discover documents automatically?
No. This action fetches one specific document, so provide its ID or a reliable way for Notis to obtain it.
Can it send a reminder to a signer?
This workflow checks a document and reports its current details. It does not send signer reminders.
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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