Prepare document fields from current requirements
Review what the process requires, fetch the confirmed document, and add the fields before it goes for signature.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
Adding fields from memory can leave a document incomplete and create a second round of edits before signing.
- Use current source requirements to guide preparation.
- Add fields only after fetching and confirming the document.
- Reduce late-stage document rework.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docnify once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, from any channel or in Automations, New Automation.
- 3Ask Notis to inspect the specified requirements, fetch the Docnify document ID you provide, and create only the confirmed fields before sending.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real document and verify field types and requirements before using it.
Questions about this workflow
Can the workflow create fields before fetching the document?
No. Fetch the document first, confirm its ID, and then create the fields.
Can Notis infer required field types from a website?
Only use field details that are clearly available or supplied in your instruction. Treat unclear requirements as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docnify. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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