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Notis

Send a Docnify document after a Mailchimp campaign sends

Turn a completed campaign send into a signing step without copying campaign details by hand.

Trigger

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

Action

Send Document

Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.

Why this helps

A campaign can go live while the agreement or consent document still waits in a separate tab.

  • Removes a manual follow up step after launch
  • Keeps signing requests tied to campaign activity
  • Lets you state the document and recipient rule in plain language

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Docnify in Notis once.
  • 2Create a new automation and name the campaign signing workflow.
  • 3Tell Notis which Docnify document ID to send and who should receive it after the campaign event.
  • 4Pick the Mailchimp Campaign Trigger and choose where run reports should go.
  • 5Test with one real campaign event and confirm the signing request was sent.

Questions about this workflow

Which document will be sent?

You provide the Docnify document ID in the automation instruction.

Can Notis choose recipients from the campaign?

Ask Notis to use the recipients returned with the campaign event; if the event lacks them, provide a recipient rule or address.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp 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

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

Delete Document

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

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

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

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Delete document recipient

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

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

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

Get Template

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

ActionInstant

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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