Make client document setup easier to start
Bring the available templates into view when onboarding reaches the paperwork step, so you can stay focused on the client.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Why this helps
Switching from client conversations to searching for onboarding documents can break your momentum.
- Surface available templates when onboarding reaches document planning.
- Cut down on manual searching between client tasks.
- Give yourself a clearer starting point for onboarding paperwork.
Setup
Build it in a few focused steps.
- 1Connect Sendfox and Flexisign to Notis once through the portal.
- 2Create an automation in the portal, or tell Notis to list Flexisign templates when your client-onboarding webhook arrives.
- 3Select an incoming webhook trigger and connect it to the point in your onboarding process when documents are being planned.
- 4Choose a channel for run reports, then test with one real onboarding example.
Questions about this workflow
Does this automatically send forms to the client?
No. It lists available Flexisign templates for you to review.
What starts the automation?
An incoming webhook from your onboarding process starts it when you choose to call that webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Sendfox to Flexisign. A trigger fires from one place; an action lands in another.
Sendfox triggers
Flexisign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Templates
Tool to list all available document templates. use when you need to retrieve and display templates from your flexisign account after connecting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Sendfox and Flexisign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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