Get workspace policy changes in front of signers
When a workspace policy changes, start the signature step from a prepared Docnify document and the right recipient details.
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
Policy updates can be easy to announce and easy to forget to route for signature.
- Start the signature step from a single webhook request.
- Reuse a document prepared in Docnify.
- Keep a run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation instructing Notis to send the prepared policy document for signature using the supplied document ID.
- 3Choose the Notis webhook trigger and include the confirmed document ID and signer details in each request.
- 4Choose where run reports should go, then test with one prepared document and real signer.
Questions about this workflow
Will the workflow create or upload a policy document?
No. The document must already exist in Docnify, be ready to send, and have a confirmed ID.
What starts the automation?
A Notis webhook request. Anthropic administrator does not provide a trigger event in this workflow package.
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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