Bring Docnify into your deal milestone workflow
When a connected system records a deal milestone, prompt Notis to surface relevant signing documents for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
A deal can move stages while related signing work remains hidden in another tool.
- Connects a milestone from another system to document review.
- Reduces the need to remember separate tool checks after a stage change.
- Keeps the document list visible for human triage.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docnify to Notis once through the portal.
- 2Create a webhook-triggered automation in the portal and configure your external system to call its webhook.
- 3In one instruction, ask Notis to list Docnify documents relevant to the milestone and summarize them for review.
- 4Choose the webhook trigger and a channel for run reports.
- 5Send one real milestone event and verify the resulting document review.
Questions about this workflow
Does the external system need a Notis webhook?
Yes. Configure it to send an HTTP request to the automation's incoming webhook.
Will this send documents for signature?
No. It lists documents for review. Sending requires a separate, deliberate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docnify. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Slack and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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