Know which signing templates are ready for campaign work
Get a recurring view of the templates available in Docnify before campaign agreements need to go out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Teams can lose time looking for a suitable prepared template when a campaign is ready to move.
- Review available templates on a predictable schedule.
- Summarize template details returned by Docnify.
- Spot when a required template is not represented in the available list.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docnify once in the Notis portal.
- 2Create an automation and describe the template readiness review.
- 3Tell Notis to list templates and summarize the ones matching your stated campaign categories.
- 4Choose a recurring schedule and report channel.
- 5Test with one real template list and confirm the categories are based on available details.
Questions about this workflow
Can the workflow create missing templates?
No. The available action lists templates or fetches one template by ID; it does not create them.
How does Notis know what is relevant?
Give it campaign categories or naming rules to look for, and ensure those details appear in the returned template list.
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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