Apply reviewed Docnify field changes
Move reviewed document improvements into the live packet.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
Field review decisions linger before someone applies them.
- Shorten review to update time
- Keep field instructions aligned
- Reduce repetitive admin work
Setup
Build it in a few focused steps.
- 1Connect Notis and Docnify once in the portal.
- 2Create an automation named Webhook apply field review.
- 3Describe that a review webhook should update only the confirmed Docnify field metadata.
- 4Pick the Notis webhook trigger and choose where reports go.
- 5Test with one real reviewed change event.
Questions about this workflow
Can it update unconfirmed suggestions?
The automation should require confirmed changes in the webhook payload.
What if the field does not exist?
Notis should report the mismatch instead of inventing a field.
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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