Get a regular view of documents awaiting attention
A scheduled inventory makes open signing work easier to see without repeated manual checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Document follow-up can disappear among daily tasks when there is no simple recurring review.
- Review documents on a predictable schedule
- Focus attention on records that match your criteria
- Reduce manual status checking
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation for the signing inventory.
- 3Tell Notis to list documents and report the statuses or conditions you want to review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary matches your criteria.
Questions about this workflow
Can Notis decide which documents are overdue?
Only if you provide the due date criteria and the needed dates are available in the returned document data.
Does this resend documents?
No. This workflow lists and summarizes documents. Resending would require a separate instruction and confirmed document ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Docnify. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Product Created Trigger
Triggered when a product is created in Stripe
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Stripe and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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