Find relevant Docnify templates for parsed work
See the available templates beside the kinds of documents arriving through your intake process.
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
Choosing a starting template can mean searching through a template library while also trying to understand the incoming document.
- Create a concise view of available Docnify templates.
- Compare template details with the document types present in parsed intake.
- Keep uncertain template matches visible for a quick human decision.
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 list Docnify templates and compare their returned details with available parsed intake, labeling uncertain matches for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real template list and representative intake details.
Questions about this workflow
Will this choose and send a template automatically?
No. This workflow lists templates and highlights possible relevance. Confirm the template and document details before any signing action.
What if the template list does not include enough detail?
The report should say what is missing rather than infer a match from unavailable fields.
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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