Find a reusable template for a document process
Inspect the process on the website and bring your Docnify templates into view before preparing the next signing request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists templates in the account.
Why this helps
A founder may have to rediscover both the steps on a website and which signing template to use every time a familiar request comes up.
- Reduce time spent searching for a known template.
- Keep website context alongside the template catalog.
- Make repeatable document preparation easier to start.
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 website process and list Docnify templates that may fit.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real process and confirm the suggested template candidates make sense.
Questions about this workflow
Will this create a document from the template?
No. The allowed action lists templates. You can review the candidates and proceed separately.
Can Notis decide which template is correct?
It can compare details you provide with information available from the site and template list, but review uncertain matches before use.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.