Review the right signing template after an upload
A new file may be the cue to prepare a related agreement. Check the details of the template you name while the upload is fresh.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
Action
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Why this helps
Files and signature templates can drift apart when course materials are managed in separate tools.
- Prompt timely template review
- Bring template metadata into file follow-up
- Reduce context switching during course administration
Setup
Build it in a few focused steps.
- 1Connect Canvas and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and specify which confirmed template ID to fetch after a relevant upload.
- 3Pick New Canvas File Upload as the trigger.
- 4Choose where run reports should go, then test with one real upload and template ID.
Questions about this workflow
Does the upload event determine the template?
No. The trigger indicates a new file upload. Your instruction or available context must identify the template.
Can this create or send a document?
No. Get Template retrieves template details only.
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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