Get a clear inventory of Docnify templates
Set a recurring check so your template catalog is easy to review without opening Docnify each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Template catalogs are easy to forget until someone needs the right starting document.
- Bring the current template list into a scheduled run report.
- Make catalog review part of a predictable routine.
- Avoid manually opening Docnify just to inspect available templates.
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to list Docnify templates and summarize the returned names and available details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and verify the inventory against Docnify.
Questions about this workflow
Can this tell which templates are outdated?
Only if the returned template details include useful dates or status, or you provide a separate rule and baseline for what counts as outdated.
Does this edit templates?
No. This workflow lists templates and reports the returned information.
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.
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.
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.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
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.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
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.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
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.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
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.
List Documents
Tool to list documents in the Docnify account.
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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