Send client onboarding paperwork from Notion
Start the signature step as part of client onboarding, so paperwork does not become a separate item to remember later.
Trigger
Page Created
Triggers when a new Notion page is created. Customer optionally scopes with at most one of: - data_source_id: new row in this data source - parent_page_id: new sub-page under this page (immediate parent only) With neither set, fires for any new page in the workspace the integration has access to. Notion sends ~60s aggregation latency on most events.
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
New client setup often involves several small handoffs, and a signature request can fall between them.
- Start client agreements from the onboarding record.
- Avoid an extra manual reminder to send paperwork.
- Make the first client steps more repeatable.
Setup
Build it in a few focused steps.
- 1Connect Notion and Docnify to Notis once in the portal.
- 2Create an automation or ask Notis to send the prepared client agreement when a new client onboarding page is created.
- 3Choose Page Created scoped to the onboarding parent page and select a channel for run reports.
- 4Test with one real onboarding page and check the signer and document before sending.
Questions about this workflow
Can the trigger watch a specific onboarding page?
Yes. Page Created can be scoped to new subpages under a selected parent page.
Does Notis need a separate mapping screen?
No. Describe the client, document, and signer in one plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Docnify. A trigger fires from one place; an action lands in another.
Notion 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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Notion and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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