Inspect a Docnify template for incoming work
Check the chosen template's details in the same flow that handles the incoming document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves details about a template.
Why this helps
Template names can be easy to confuse when intake arrives quickly and the next step depends on using the right document structure.
- Retrieve details for a specified template before acting on the intake.
- Keep the chosen template ID and parsed document context together.
- Expose a missing or uncertain template ID for follow-up.
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 provided Docnify template ID and summarize its returned details with the parsed intake context.
- 4Choose a webhook trigger for the incoming request and select where run reports should go.
- 5Test with a real template ID and a matching intake example.
Questions about this workflow
Can it find a template without a template ID?
Get Template fetches a specific template by ID. Use List Templates to review available templates if the ID is not known.
Does this create a document from the template?
No. It retrieves template details only.
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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