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Notis

Request a fresh Docnify document inventory

A webhook can start a current document list at the moment another process needs a signing overview.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Documents

Tool to list documents in the Docnify account.

Why this helps

Teams often ask for signing visibility at the last minute, leaving someone to stop work and assemble a status picture.

  • Starts a current Docnify inventory through an HTTP request.
  • Provides a concise review point for signing activity.
  • Avoids claiming relationships or statuses that are not returned.

Setup

Build it in a few focused steps.

  • 1Connect Docnify once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3In one instruction, ask Notis to list Docnify documents and summarize the returned information when a webhook starts.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real document example.

Questions about this workflow

Can this filter documents to one Airtable view?

No Airtable data is involved in this workflow. Any filtering would need to be based on information available from Docnify or criteria you supply.

Does this send a document for signature?

No. It lists documents for visibility and review.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

List Documents

Tool to list documents in the Docnify account.

ActionInstant

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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