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Notis

Turn signer requests into Docnify recipients

Capture a signing request in Sheets and let Notis add the verified signer to its Docnify document.

Trigger

New Rows in Google Sheet

Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.

Action

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.

Why this helps

Signer details can sit in an intake sheet while someone has to copy them into Docnify by hand.

  • Reduce manual copying of signer details.
  • Keep document and recipient IDs explicit in the request.
  • Get a run report when Notis processes the row.

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Docnify once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to add the signer from each new row only when the row has a confirmed Docnify document ID and complete recipient details.
  • 4Pick New Rows in Google Sheet as the trigger and choose where run reports go.
  • 5Test with one real request row and verify the recipient in Docnify.

Questions about this workflow

What should the row include?

Include the confirmed Docnify document ID and the recipient details needed for the request. Notis should skip incomplete rows and report why.

Does this send the document for signing?

No. This workflow adds a recipient. Sending is a separate Docnify action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Sheets to Docnify. A trigger fires from one place; an action lands in another.

Google Sheets triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

TriggerPolling

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

Google Sheets and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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