Check template details when Airtable base access changes
A base rename or permission change can prompt a quick check of the signing template supporting that work.
Trigger
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Action
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Why this helps
Access and ownership changes are easy to make in one system while forgetting to review the signing material used alongside it.
- Prompts a template detail review alongside a base metadata change.
- Supports a specified template ID for a focused check.
- Keeps the action read-only for safer review.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Docnify once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, specify the Docnify template ID and ask Notis to fetch its details when the Airtable base name or permission level changes.
- 4Pick the Airtable Base Metadata Changed trigger and choose where run reports go.
- 5Test with one real base metadata change example.
Questions about this workflow
Does this workflow change the template's permissions?
No. Get Template fetches details for review and does not modify access settings.
Must I provide a template ID?
Yes. The event is from Airtable and does not supply a Docnify template ID, so include the ID in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Docnify. A trigger fires from one place; an action lands in another.
Airtable triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
View Created
Triggers when a new view is created in an Airtable base.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Airtable and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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