Schedule a prepared Docnify document send
Release signing packets when your process calls for it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Prepared documents wait for someone to remember the final send.
- Coordinate timed releases
- Reduce last step delays
- Make recurring signing operations predictable
Setup
Build it in a few focused steps.
- 1Connect Notis and Docnify once in the portal.
- 2Create an automation named Scheduled approved document send.
- 3Tell Notis to send the confirmed prepared Docnify document for signing at the scheduled run.
- 4Pick a Notis cron schedule and choose where reports go.
- 5Test with one real document before enabling the recurring schedule.
Questions about this workflow
What must be ready before the run?
The document should already exist in Docnify and have the required recipients and content.
Can one schedule handle several documents?
Yes, when the instruction supplies a confirmed list for that run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docnify. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Timelinesai and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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