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Notis

Send the approved attestation for signature

Once the prepared document, content, recipients, and approval are confirmed, start the Docnify signature request.

Trigger

Webhook received

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

Action

Send Document

Sends a document for signing.

Why this helps

An approved attestation can still sit idle while someone remembers to send it for signature.

  • Reduce the gap between approval and sending.
  • Use an existing prepared document with recipients already added.
  • Keep the send action tied to explicit readiness and approval.

Setup

Build it in a few focused steps.

  • 1Connect Anthropic administrator and Docnify once in the Notis portal.
  • 2Create an automation to send the specified prepared document only when readiness and approval are confirmed.
  • 3Choose the Notis webhook trigger and include the confirmed document ID plus approval and readiness context.
  • 4Choose where run reports should go, then test with one real approved attestation.

Questions about this workflow

Does this upload content or add recipients?

No. The document must already be prepared, uploaded, and have its recipients added before sending.

What should the webhook confirm?

Include the confirmed document ID and that the document, content, recipients, and approval are ready for sending.

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.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

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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