Find the Docnify record referenced in your sent email
Make it easier to pick up a signing thread later by looking up the relevant Docnify record from your sent message.
Trigger
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.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
After sending a signing-related email, the related Docnify record can be hard to find again when follow-up is due.
- Find relevant Docnify records after sending a signing-related email.
- Use stated document or signer details to narrow the search.
- Support follow-up without relying on inbox memory.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docnify once in the Notis portal.
- 2Create an automation with a name that describes document lookup.
- 3Tell Notis to list likely matching documents using the details in your sent message.
- 4Choose Email Sent as the trigger and select where run reports go.
- 5Test with one real sent email that mentions a document or signer.
Questions about this workflow
Does this change or resend a document?
No. It lists documents for lookup so you can review the likely match.
What details help find the right document?
Include a distinctive document name, signer email, or document ID in the sent message.
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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