Check a template before using it
Bring the published process and the selected template details together before you start preparing a signature request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves details about a template.
Why this helps
Using a familiar template without checking current requirements can leave important details out of a signing workflow.
- Review the exact template metadata before proceeding.
- Compare template details with website requirements.
- Catch possible mismatches before document preparation.
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 and fetch the Docnify template ID you provide.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real template and verify the comparison calls out unknowns.
Questions about this workflow
How does Notis know which template ID to fetch?
Provide the template ID in your instruction or include it in the webhook request. The workflow should not guess IDs.
Can the workflow edit the template?
No. The available action fetches a template's details and metadata.
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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