Fetch a Docnify template for each new member
Put the right paperwork in reach as onboarding begins.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Why this helps
Onboarding starts in Discord but template discovery happens later and often gets forgotten.
- Reduce onboarding setup time
- Surface the right template early
- Give owners a consistent starting point
Setup
Build it in a few focused steps.
- 1Connect Discord and Docnify once in the Notis portal.
- 2Create an automation named Fetch onboarding template.
- 3Tell Notis to fetch the approved Docnify template for the new member's onboarding path.
- 4Pick New Member Joined as the trigger and select the server.
- 5Choose a report channel, then test with one representative member.
Questions about this workflow
How does it choose the template?
Describe the onboarding role or template identifier in the automation instruction.
Does it create a document?
No. This workflow fetches template details for review or the next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Docnify. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Discord and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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