Review Docnify templates for a new Jira project
When a project is created, get a current list of Docnify templates to help the team decide what document process it needs.
Trigger
New Project
Triggered when a new project is added in Jira
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
New projects can start without a clear view of the document templates already available to the team.
- Surface available templates as a project is added.
- Give the team a current inventory to review.
- Avoid a separate manual template search during setup.
Setup
Build it in a few focused steps.
- 1Connect Jira and Docnify once in the Notis portal.
- 2Create an automation with a name, prompt, report channel, and trigger.
- 3In one instruction, tell Notis to list available Docnify templates when a Jira project is added and summarize the results in the run report for project setup review.
- 4Pick the Jira New Project trigger and choose where run reports go.
- 5Test with one real project creation and confirm the report lists the available templates.
Questions about this workflow
Does this automatically choose or apply a template?
No. It lists templates for the team to review. The listed action does not apply a template to a project.
Will it create a document?
No. This workflow retrieves the Docnify template list and reports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Docnify. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Project
Triggered when a new project is added in Jira
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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