Give an approved pending agreement a follow-up
When the current status and approval are confirmed, make the resend step easy to act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resend Document
Resends a document for signing.
Why this helps
Important agreements can remain pending because follow-up requires someone to find the document and send it again.
- Turn an approved follow-up into a focused action.
- Use a confirmed document ID.
- Keep resends tied to a status check and explicit approval context.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation to resend a specified document only when the request confirms pending status and approval.
- 3Choose the Notis webhook trigger and include the confirmed document ID and approval context.
- 4Choose where run reports should go, then test with one real approved resend.
Questions about this workflow
Does the workflow check the status before resending?
The resend action itself does not describe a status check. Include verified pending status in the webhook request, or use a separate Get Document step in a separate automation.
Will it resend automatically whenever an agreement is pending?
Only when your webhook request and instruction meet the conditions you specify, including approval if required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docnify. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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