Review Docnify documents for new contacts
Turn a new relationship into an organized signing follow-up.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
New contacts often need agreements, but the related document work is scattered across systems.
- Spot documents needing a new signer
- Create a useful review queue
- Reduce dropped onboarding tasks
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docnify in Notis once.
- 2Create an automation that lists active Docnify documents and highlights likely matches for each new contact without adding anyone automatically.
- 3Pick New Contact Added as the trigger.
- 4Choose where run reports go and test with one new contact.
Questions about this workflow
Will it add the contact automatically?
No. This workflow creates a review report so you can confirm the correct document and signer.
How does it match a contact?
It can use names, email addresses, and context available in the contact and document records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docnify. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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