Find the Docnify document behind a signing status request
Turn status questions into a quick document lookup, without switching between your inbox and Docnify to search by hand.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Status requests often arrive without a clear link, leaving you to search for the right document before you can reply.
- Find likely matching documents using details in the incoming message.
- Reduce manual searching before replying to a signer or teammate.
- Keep the request and document lookup in one automation.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docnify once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to use the incoming email to find the matching Docnify document and report its listing.
- 4Choose New Gmail Message Received as the trigger and select where run reports go.
- 5Test with one real status request email.
Questions about this workflow
What should the email include?
Ask the sender to include a document name, signer email, or other detail that can help identify the right Docnify record.
Does this workflow send a reply?
No. It finds matching documents so you can review the result and decide how to respond.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docnify. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
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.
Gmail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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