Check a Docnify document after intake arrives
Put the current Docnify record next to the details already extracted from the source file or email.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
Parsed intake can arrive without showing whether the corresponding Docnify document exists or what state it is in.
- Retrieve the current metadata for a specific Docnify document.
- Make the record check part of the intake handoff.
- Flag a missing document ID instead of guessing which record to fetch.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Docnify once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to fetch the confirmed Docnify document and summarize relevant metadata beside the available parsed intake details.
- 4Choose a webhook trigger for the incoming request and select where run reports should go.
- 5Test with one real intake that includes a confirmed Docnify document ID.
Questions about this workflow
Can the automation search for a document by extracted text?
The Get Document action fetches a specific document by ID. Provide a confirmed ID, or have the automation report that it is missing.
Does fetching the document change it?
No. Get Document retrieves the document's current state and metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docnify. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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