Send a ready document when approval arrives
Once your trusted process signals that a document is ready, have Notis verify its prerequisites and send it for signature.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
A ready-to-sign document can sit idle while someone remembers to make the final send.
- Connect an approval signal to the final send
- Check prerequisites before sending
- Reduce handoff delays
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal and arrange for the authorized system to call the automation webhook.
- 2Create an automation in Automations, New Automation, and instruct Notis to verify document ID, recipients, and uploaded content before sending.
- 3Pick the webhook trigger and ensure the calling system sends the expected request.
- 4Choose where run reports should go, then test with one real webhook and a ready document.
Questions about this workflow
Does this action add recipients or upload content?
The action sends a document after the document ID, recipients, and uploaded content are ready. Add recipients or prepare content before this workflow if needed.
Can any webhook send a document?
Your instruction should limit sending to an authorized signal and a confirmed, ready document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Docnify. A trigger fires from one place; an action lands in another.
Canvas triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
New Canvas File Upload
Polls a Canvas course for new file uploads.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Canvas and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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