Keep agreement templates easy to find
A regular template review makes it easier to know what is available before an agreement becomes urgent.
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
Agreement work often arrives midweek, when you have little time to remember where the right template lives.
- See the current template list at a predictable time.
- Reduce last-minute searches when agreements come up.
- Build a repeatable review habit around available document templates.
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 your weekly agreement review.
- 3Pick a weekly recurring schedule as the trigger.
- 4Choose a channel for run reports, then test with one real example by reviewing the returned template list.
Questions about this workflow
Does the workflow create or send agreements?
No. Its Flexisign action lists available templates so you can review them.
Can I choose when the review runs?
Yes. When creating the automation, select a weekly recurring schedule that suits your 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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