Keep customer agreement options visible
A quarterly review gives you a fresh view of available templates before customer paperwork needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Customer paperwork can feel like starting from scratch when template options are out of sight.
- Refresh your awareness of customer-facing templates.
- Reduce the effort required to begin agreement planning.
- Build a simple quarterly operations checkpoint.
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 ask Notis to list Flexisign templates for a quarterly customer agreement review.
- 3Choose a quarterly recurring schedule as the trigger.
- 4Choose a channel for run reports, then test with one real review.
Questions about this workflow
Will this send a customer an agreement?
No. The action lists templates in Flexisign for your review.
Can it run before our quarterly planning meeting?
Choose a quarterly schedule that lines up with your planning routine.
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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