Send an approved Docnify document
Move approved paperwork into signature without a manual handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Approved documents wait in queues before someone sends them.
- Reduce approval to signature time
- Create a reliable handoff
- Keep execution consistent
Setup
Build it in a few focused steps.
- 1Connect Notis and Docnify once in the portal.
- 2Create an automation named Webhook send approved document.
- 3Describe that an approval webhook should trigger a send for the confirmed Docnify document.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real approved document event.
Questions about this workflow
What must the webhook provide?
It must identify a confirmed Docnify document and indicate that approval is complete.
Can this send unapproved documents?
The instruction should require an explicit approval signal before sending.
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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