Create Docnify fields from a scope slide
Capture the details your agreement needs while scope is being defined.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Why this helps
New requirements often become forgotten fields when setup waits until the document is sent.
- Capture new information requirements early
- Reduce last minute document edits
- Make signing packets more complete
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Docnify in Notis once.
- 2Create an automation for creating document fields.
- 3Tell Notis to verify the document and create the fields described on the new slide.
- 4Pick the Google Slides New Slide Added trigger.
- 5Choose where reports go and test with one scope slide.
Questions about this workflow
What must the instruction include?
Include the confirmed document ID and the field details that should be created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docnify. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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.
Google Slides and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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