Review signing templates when a new Airtable view is created
A new view often marks a new way of working. Check available Docnify templates while the process is taking shape.
Trigger
View Created
Triggers when a new view is created in an Airtable base.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
New processes can move ahead before anyone checks whether the right signing template is available.
- Puts available signing templates in front of the team at process setup time.
- Makes template availability a quick review instead of a separate search.
- Avoids assuming a template exists for the new workflow.
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, ask Notis to list Docnify templates when an Airtable view is created and summarize the options for review.
- 4Pick the Airtable View Created trigger and choose where run reports go.
- 5Test with one real new view example.
Questions about this workflow
Will this create a document from a template?
No. The available action lists templates; it does not create a document or send it.
Does a new view guarantee a new signing process?
No. The workflow treats the event as a cue to review templates, and a person decides whether one applies.
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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