Make document follow-up a scheduled routine
Set aside one recurring moment to see your Docnify documents and decide which follow-ups need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Open signing tasks are easy to lose among daily priorities.
- Create a predictable review cue
- Keep document follow-up visible
- Reduce reliance on remembering to check
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to list documents for review.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one run and review the returned document list.
Questions about this workflow
Will this automatically detect overdue signatures?
The listed action returns documents. Any overdue judgment needs relevant status or timing information and a rule in your instruction.
Can the workflow resend documents too?
This workflow lists documents for review. Resending is a separate action that should follow document verification.
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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