Find a template when a new event is booked
Start event paperwork with a quick view of the templates already available in Docnify.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
A newly booked meeting creates follow-up work, and finding the right paperwork template adds another search task.
- Bring available templates into the event setup workflow.
- Reduce time spent searching for a starting point.
- Leave template selection to a human when event details are not enough to decide.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want in plain language.
- 3In one instruction, specify which event types merit a template review and what details help identify a suitable template.
- 4Pick Event Created, choose a report channel, and test with one real example.
Questions about this workflow
Will Notis select and send a template automatically?
This workflow lists templates for review. Template matching criteria must be supplied in your instruction, and sending requires additional document setup and confirmation.
What if no template fits the event?
The workflow can report the available template list so you can decide what to do next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Docnify. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Google Calendar and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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